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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
921 W New Hope Dr #102, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 09/2007 | 11/2023 |
| Sigma Financial | Ann Arbor | MI | 11/2023 | Present |
| Spc | Ann Arbor | MI | 11/2023 | Present |
1. DBA - Prime Wealth Strategies, Cedar Park, TX. Financial services and products offered through Sigma Financial Corporation and SPC. Start date: 11/3/23. INV REL: Y 2. Sale of non-variable insurance products, including term life, variable life, indexed life, and LTC policies, through various insurance companies. Start date: 3/21/24, approx. 10 hrs/mo. INV REL: Y 3. Prime Wealth Properties, LLC, Austin, TX - Co-owner of an office that leases space and collects rent from tenants. Start date: 11/26/23, less than 1 hr/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-29 |
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