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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-13 |
| MI | RA | APPROVED | 2009-11-20 |
Branch Locations
330 Town Center Drive Suite 925, Dearborn, MI 48126 • 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 | 03/1995 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 02/2008 | Present |
BRECKENRIDGE FINANCIAL SERVICES; SALE OF FIXED & INDEXED ANNUITIES, HEALTH AND TERM LIFE INSURANCE THROUGH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-02 |
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