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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-04-14 |
Branch Locations
127 N. Lafayette, South Lyon, MI 48178 • 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 | 06/1996 | Present |
| Signator Investors, Inc. | Boston | MA | 05/1997 | Present |
| Sigma Planning Corp. | South Lyon | MI | 04/1999 | Present |
THE Michigan WEALTH MANAGEMENT GROUP, LLC: SALE OF LIFE, HEALTH AND LTC. Start date: 6/1/94, approx. 5 hrs/mo with 95% during regular work hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-20 |
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