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Spc CRD 110692
$6.10B regulatory AUM 4,483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-13 |
| NJ | RA | APPROVED | 2006-02-17 |
Branch Locations
Sayreville, NJ • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banc Of America Investment Services, Inc. | Somerset | NJ | 10/2004 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 02/2006 | Present |
| Spc | Ann Arbor | MI | 02/2006 | Present |
VARIOUS INSURANCE APPOINTMENTS THROUGH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-30 |
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