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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2012-10-31 |
| TX | RA | APPROVED | 2012-10-22 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Sandy, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 10/2012 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 10/2012 | Present |
AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. Sandy Lake Trucking, LLC - Governor of LLC which provides trucking for agricultural related products. State date: 7/27/20, approx. 1 hr/mo. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-30 |
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