Best Investors Account Sign in

David Michel Haik

Spc

Ann Arbor, MI

Overland Park, KS

Claim This Profile
Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-07-01
  • KS RA
    APPROVED
    Since 2022-07-01

Branch Locations

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Overland Park, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers & Investors Co. Kansas City KS 09/2015 12/2017
Invest Financial Corp Tampa FL 02/2016 12/2017
Infinex Investments, Inc. Meriden CT 01/2018 05/2022
Unemployed Overland Park KS 05/2022 06/2022
Sigma Financial Corporation Ann Arbor MI 07/2022 Present
Spc Ann Arbor MI 07/2022 Present
  • 09/2015 → 12/2017
    Bankers & Investors Co.
    Kansas City, KS
  • 02/2016 → 12/2017
    Invest Financial Corp
    Tampa, FL
  • 01/2018 → 05/2022
    Infinex Investments, Inc.
    Meriden, CT
  • 05/2022 → 06/2022
    Unemployed
    Overland Park, KS
  • 07/2022 → Present
    Sigma Financial Corporation
    Ann Arbor, MI
  • 07/2022 → Present
    Ann Arbor, MI
Previous Registrations
  • 2018-01-02 → 2022-05-27
    Kansas City, MO
    Chapel Hill, NC
    Kansas City, MO
    Mission, KS
  • 2017-02-01 → 2017-12-31
    Invest Financial Corporation
    Kansas City, KS
    Kansas City, KS
    Appleton, WI
  • 2015-09-08 → 2017-02-28
    Bankers & Investors Co.
    Kansas City, KS
  • 2013-11-06 → 2014-03-21
    Bancwest Investment Services, Inc.
    Overland Park, KS
  • 2012-08-01 → 2013-10-07
    Bmo Harris Financial Advisors, Inc.
    Kansas City, MO
    Kansas City, MO
  • 2012-04-20 → 2012-08-01
    M&I Financial Advisors, Inc
    Kansas City, MO
    Kansas City, MO
    Leawood, KS
    Kansas City, MO
  • 2011-02-09 → 2012-04-18
    M&I Investment Management Corp.
    Milwaukee, WI
  • 2006-08-22 → 2011-02-02
    Kansas City, MO
    Kansas City, MO
    Kansas City, MO
    Nashville, TN
    Raytown, MO
    Kansas City, MO
    Kansas City, MO
  • 2006-03-13 → 2006-08-18
    American Century Advisory Services, Inc.
    Kansas City, MO
  • 2002-01-25 → 2004-12-08
    Kansas City, MO
Other Businesses

1. VARIOUS INSURANCE SALES THROUGH VARIOUS INSURANCE COMPANIES 2. DBA - DMH Financial Solutions, Overland Park, KS. Business name used for financial services practice. Start date: 8/1/22, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-29
S63 Uniform Securities Agent State Law Examination 1994-11-09
  • S65 Uniform Investment Adviser Law Examination
    1998-12-29
  • S63 Uniform Securities Agent State Law Examination
    1994-11-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ann Arbor, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor