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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-08 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 06/2026 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 06/2026 | Present |
| Commonwealth Financial Network | Cleveland Heights | OH | 06/2014 | 11/2019 |
| Raymond James Financial Services, Inc. | Franklin | TN | 02/2020 | 10/2021 |
| Southwestern Investment Group | Franklin | TN | 02/2020 | 10/2021 |
| Kraft Asset Management, Llc | Nashville | TN | 11/2021 | 12/2023 |
| Burkhart & Co. | Cleveland Heights | OH | 06/2014 | 11/2019 |
| Luken Investment Analytics, Llc | Brentwood | TN | 01/2024 | 06/2025 |
| Wynd Capital Llc | Franklin | TN | 09/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-01 |
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