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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-03 |
Branch Locations
2387 S. Linden Road Ste B144, Flint, MI 48532 • 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 |
|---|---|---|---|---|
| Wunderlich Securities | Memphis | TN | 10/2010 | 09/2017 |
| Sigma Financial Corporation | Ann Arbor | MI | 09/2017 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 09/2017 | Present |
DBA - Fulcrum Point Wealth Management, Flint, MI. Name used for financial services practice with Sigma Financial Corp. and SPC. Start date: 9/5/2017, approx. 160 hrs/mo. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-25 |
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