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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-08-13 |
Branch Locations
4121 Okemos Rd. Suite 12, Okemos, MI 48864 • 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 |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Okemos | MI | 07/2008 | 08/2021 |
| Sigma Financial Corporation | Okemos | MI | 08/2021 | Present |
Name and address: Family Life Financial Services, Inc., 4121 Okemos Rd, Okemos, MI Category: Insurance; Inv Rel: Y; Title: Agent Duties: Sell non-variable fixed annuities and traditional life and term insurance products. Also use as DBA for financial practice. Start date: 8/1/1986 Hrs/Mo: 100 Owner - FLFS of Charlotte, Inc., Swartz Creek, MI. Pass through entity used to track business expenses. Start date: 6/1/2010, approx. 1 hr/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-03 |
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