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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-19 |
| MI | RA | APPROVED | 2019-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2015 | 12/2018 |
| Blamer Financial Services | Mio | MI | 12/2014 | 03/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2016 | 12/2018 |
| Sigma Financial Corporation | Ann Arbor | MI | 03/2019 | Present |
| Spc | Ann Arbor | MI | 03/2019 | Present |
| Parkland Securities | Ann Arbor | MI | 06/2019 | Present |
Tax preparation, tax advice, and basic accounting for small businesses. Start date: 01/15/2020. Approx. 40 hrs/wk during tax season, 10% during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-15 |
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