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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-27 |
| FL | RA | APPROVED | 2012-10-03 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
201 Sixth Ave., Indialantic, FL 32903 • 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 |
|---|---|---|---|---|
| Self Employed Insurance Sales | Palm Bay | FL | 05/1992 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 02/1999 | Present |
| Retirement Lifestyle Planning Inc. | Indialantic | FL | 01/2011 | Present |
| Sigma Financial Corp | Ann Arbor | MI | 09/2012 | Present |
| Spc | Ann Arbor | MI | 09/2012 | Present |
DBA - RETIREMENT & LIFESTYLE PLANNING LLC: SALE OF VARIOUS LINES OF INSURANCE INCLUDING FIXED ANNUITIES, HEALTH INSURANCE, TERM LIFE, WHOLE LIFE AND FIXED INDEX ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-26 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
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