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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J&K Tax Service | Bay City | MI | 01/1981 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2008 | 12/2023 |
| Osaic Wealth Inc | Bay City | MI | 12/2023 | Present |
1. J&K TAX SERVICE, PREPARE TAXES. SELLS VARIOUS LINES OF INSURANCE AND ANNUTIES THROUGH VARIOUS INSURANCE COMPANIES. 2. J & K INCOME TAX SERVICE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1981 ADDRESS: 1604 Kosciuszko Avenue, Bay City MI 48708, United States DESCRIPTION: Prepare Tax Returns 3. KENNETH J GRZEGORCZYK POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2006 ADDRESS: 1604 Kosciuszko Avenue, Bay City MI 48708, United States DESCRIPTION: Agent for Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-09 |
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