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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-07-26 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
2277 Science Pkwy. Suite 4, Okemos, MI 48864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 06/2014 | 01/2018 |
| Trellis | Grand Rapids | MI | 04/2018 | 09/2020 |
| Helios Solar | Kalamazoo | MI | 09/2020 | 05/2021 |
| Amazon | Caledonia | MI | 09/2020 | 07/2021 |
| Sigma Financial Corporation | Ann Arbor | MI | 06/2021 | Present |
| Brunner & Van Gorder Financial | Okemos | MI | 06/2021 | Present |
DBA - Brunner & Van Gorder Financial. Sale of insurance products through various insurance companies. Products include term life insurance and fixed annuities. Start date: 7/1/21, approx. 5 hrs/mo, all during mkt hrs. INV REL: Y Receive salary for providing administrative functions for the office of Steve Brunner. Start date: 1/1/25, approx. 100 hrs/mo. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-20 |
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