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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-06-03 |
Branch Locations
1661 Feehanville Dr. Ste. 440, Mount Prospect, IL 60056 • 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 |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 06/2014 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 06/2014 | Present |
AS AN INDEPENDENTLY LICENSED INSURANCE AGENT I AM CURRENTLY APPOINTED WITH VARIOUS INSURANCE COMPANIES DBA - Touch Financial Group, Northfield, IL. Provide financial services. Start date: 4/14/23, approx. 160 hrs/mo. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-09 |
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