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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-09 |
| MI | RA | APPROVED | 2017-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 02/2015 | 02/2017 |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 02/2015 | 02/2017 |
| Sigma Financial Corporation | Ann Arbor | MI | 02/2017 | Present |
| Spc | Ann Arbor | MI | 02/2017 | Present |
1. dba - Lotus Financial Partners, Ann Arbor, MI. Offering financial services through Sigma Financial Corp. and SPC. Start date: 2/2/24, approx. 2 hrs/mo. INV REL: Y 2. Independent agent selling insurance (including fixed and indexed annuities, term life insurance and LTC) through various approved insurance carriers. 3. IAR with Sigma Planning Corporation, a registered investment advisor. Start date: 2/23/17, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y 4. Lotus Financial Services, Monroe, MI. Preparing individual and joint tax returns. Start date: 2/1/24, approx. 10 hrs/mo, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-05 |
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