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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-02 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
611 Chillicothe Street, Portsmouth, OH 45662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts | Portsmouth | OH | 09/2020 | 12/2025 |
| Sandy Sinclair Real Estate | Portsmouth | OH | 05/2017 | 08/2020 |
| Glockner Auto Sales | Ashland | KY | 05/2018 | 08/2020 |
| Full Time Student | Wheelersburg | OH | 08/2004 | 05/2017 |
| Sigma Financial Corp | Ann Arbor | MI | 01/2026 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2026 | Present |
1. Sale of non-variable insurance products through various insurance companies. Start date: 1/8/26, approx. 5 hrs/mo, all during mkt hrs. INV REL: Y 2. DBA - Nelson and Doerr Financial Services, Portsmouth, OH. Name used for financial practice with services offered through Sigma Financial Corporation. Start date: 2/2/26, approx. 160 hrs/mo,100 hrs during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-23 |
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