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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-05-27 |
Branch Locations
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
2116 North Court, Suite 1, Ottumwa, IA 52501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Partners, Inc. (D.b.a. For Advisory Business) | Ottumwa | IA | 08/2010 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 08/2016 | 05/2025 |
| Spc | Ann Arbor | MI | 08/2016 | 05/2025 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 05/2025 | Present |
1. Melody Lowe is the Owner of a freelance personal book and screenwriting business. Ms. Lowe spends approximately 20 hours per months on this activity during non-trading hours. This is not an investment related activity. 2. Melody Lowe provides administrative services for the Ottumwa Habitat for Humanity which is a non-profit organization in Ottumwa, IA. Ms. Lowe spends approximately 4-8 hours per month on this activity during non-trading hours. This is not an investment related activity. 3. Melody Lowe is a licensed insurance agent conducting business from her registered location. In this capacity, she may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Ms. Lowe spends approx. 10 hrs/week during trading hours on this activity. 4. Melody Lowe is 10% Owner of Financial Partners, Inc. which is the operating entity and d.b.a. for Ms. Lowe's advisory and insurance business. Ms. Lowe spends approximately forty hours per week during trading hours working under this entity. 5. Tea Parties with Mrs. Claus, Ottumwa, IA area. Seasonal position to dress as Mrs. Claus for tea parties with little girls. Start date: 11/17/23, approx. 10-20 hrs/mo, with no hours during trading hours. This is not an investment related activity. 6. Melody Lowe is the Owner of Retro Remedies which provides homeopathic services. Ms. Lowe spends approximately 12 hours per week on this activity with 6 hours during market trading hours. This is not an investment related activity. 7. Melody Lowe is a licensed insurance agent conducting business from her registered location. In this capacity, she may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Melody Lowe spends approx. 10 hrs/week during trading hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-24 |
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