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Spc CRD 110692
$6.10B regulatory AUM 4,483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-07-02 |
Branch Locations
4544 Post Oak Place Dr, Houston, TX 77027 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
1 disclosure category 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 | 06/2014 | Present |
1. DBA - CHRIST TAYLOR INSURANCE 2. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES 3. Co-own rental house in Driggs, ID with spouse. Start date: 1/8/16, no time spent during mkt hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-11 |
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