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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-23 |
| MI | RA | APPROVED | 2020-01-08 |
Branch Locations
132 W Chicago Blvd, Tecumseh, MI 49286 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clark Financial Services | Tecumseh | MI | 10/2013 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 03/2019 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2020 | Present |
1. DBA - Clark Financial Services, Tecumseh, MI. Offer financial services through Sigma Financial Corporation and SPC. Start date: 11/3/2020, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y 2. Clark Financial Services, Tecumseh, MI. Salaried administrator overseeing office duties. Start date: 10/5/2014, approx. 150 hrs/mo, all during mkt hrs. INV REL: Y 3. Sale of non-variable insurance products through various insurance carriers. Start date: 11/3/2020, approx. 10 hrs/mo, all during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-03 |
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