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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-05-02 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
5750 New King Street Suite 310, Troy, MI 48098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mattar Financial Corporation | Southfield | MI | 06/1988 | Present |
| Sigma Financial | Ann Arbor | MI | 05/2011 | Present |
1. CORPORATE BENEFIT SOLUTIONS, LLC,YES,5950 NEWKING ST, TROY, MI 48098,INSURANCE AND INVESTMENT SALES,OWNER,11/06/2006,160,160,SALES OF INSURANCE AND INVESTMENT PRODUCTS; 2. SUGAR LOAF HOMEOWNERS ASSOCIATION,NO,5750 NEW KING STREET, STE 310, TROY, MI 48098,HOMEOWNERS ASSOCIATION,MANAGER, BOARD CHAIRMAN,11/06/2006,4,4,ATTEND BOARD MEETINGS; 3. DBA - AJ Mattar Wealth Management LLC, Troy, MI. Owner - name used for my securities practice with products offered through Sigma Financial Corporation and SPC. Start date: 5/18/23, all during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-06 |
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