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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-09 |
| MI | RA | APPROVED | 2018-02-16 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
4710 West Saginaw Suite 5, Lansing, MI 48917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 07/2009 | Present |
1. DBA - Full Circle Financial Planning, Lansing, MI - offering investment, insurance, and retirement planning advice and products. Start date: 2/3/20, approx. 40 hrs/mo. 2. FULL CIRCLE INSURANCE, LANSING, MI - OFFERING LIFE, LTC INSURANCE AND FIXED AND INDEXED ANNUITIES. START DATE: 4/21/15, 4 HRS/MO ALL DURING TRADING HOURS. 3. Board member - Mason Public School Foundation, Mason, MI. Raise funds through sponsored events for students and classroom equipment. Start date: 9/5/21, approx. 2 hrs/mo. No access to funds, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-10 |
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