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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-21 |
| MI | RA | APPROVED | 2024-06-18 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
48646 Gratiot Avenue, Chesterfield, MI 48051 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 02/2005 | 06/2024 |
| Sigma Planning Corporation | Ann Arbor | MI | 06/2007 | 06/2024 |
| Triad Advisors | Atlanta | GA | 06/2024 | 08/2024 |
| Osaic Advisory Services | Atlanta | GA | 06/2024 | Present |
| Osaic Wealth, Inc. | Chesterfield | MI | 08/2024 | Present |
1. Jobin Financial; investment related;48646 Gratiot,Chesterfield,MI 48051;llc;president-owner;7/2021;150 hrs/month;130 hrs during trading;owner-financial advisor,oversee all operations 2. JOBIN FINANCIAL, INC. POSITION: owner NATURE: S-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 05/04/2020 ADDRESS: 48646 GRATIOT AVE, Chesterfield MI 48051, United States DESCRIPTION: owner and financial advisor 3. KYLE JOBIN POSITION: owner NATURE: sold proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2005 ADDRESS: 48646 GRATIOT AVE, Chesterfield MI 48051, United States DESCRIPTION: sales of life insurance and fixed insurance products 4. 6416 SHADY LANE, LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2025 ADDRESS: 6416 shady lane, deckerville MI 48427, United States DESCRIPTION: owner of rental property
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-02-25 |
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