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6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 10/2007 | 07/2018 |
| Sigma Planning Corporation | Ann Arbor | MI | 10/2007 | 07/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2018 | 03/2021 |
| Tcf National Bank | Traverse City | MI | 07/2018 | 03/2021 |
| Cetera Investment Advisers Llc | Traverse City | MI | 07/2018 | 03/2021 |
| Cetera Investment Services Llc | St Cloud | MI | 03/2021 | 06/2023 |
| Cetera Investment Advisers Llc | Traverse | MI | 03/2021 | 06/2023 |
| Independent Bank | Traverse | MI | 03/2021 | 06/2023 |
| Traverse City Area Public Schools | Traverse City | MI | 06/2023 | 12/2023 |
| Transamerica Life Insurance Company | Traverse City | MI | 12/2023 | Present |
| Transamerica Investors Securities Corporation | Traverse City | MI | 12/2023 | Present |
HIGH SCHOOL GOLF COACH AT GRAND TRAVERSE ACADEMY, 5/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-11 |
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