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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-13 |
| MI | RA | APPROVED | 2010-01-29 |
Branch Locations
20100 West Outer Drive, Dearborn, MI 48124 • 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 |
|---|---|---|---|---|
| Michael J. Penn, C.P.A. | Dearborn | MI | 01/1978 | Present |
| Harvard Financial Investments, Inc. | Dearborn | MI | 06/1995 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 12/1995 | Present |
MICHAEL J. PENN CPA: ACCOUNTING & TAX PRACTICE. HARVARD AGENCY INC.: SALES OF HEALTH INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-27 |
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