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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2021-08-17 |
Branch Locations
1465 South Fort Harrison Ave #107, Clearwater, FL 33756 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 05/2003 | Present |
SELLS LIFE INSURANCE WITH VARIOUS COMPANIES. PRESIDENT, P.J. WELSH JR. & ASSOCIATES, INC. (D/B/A)SINCE 9/1/99. SELLS FIXED INDEXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-20 |
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