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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-04 |
| IN | RA | APPROVED | 2006-10-09 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
1001 S. Roosevelt Rd, Knox, IN 46534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Partners | Knox | IN | 05/2005 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 07/2006 | Present |
| Spc | Ann Arbor | MI | 07/2006 | Present |
1. FINANCIAL PARTNERS KNOX, LLC: PROVIDE FINANCIAL SERVICES AND AM LICENSED AS A LIFE/HEALTH AGENT WITH ASH BROKERAGE CO. LOCATED IN FT. WAYNE, IN. 2. SELLS VARIOUS LINES OF INSURANCE THROUGH VARIOUS INSURANCE CARRIERS. SELLS FIXED INDEXED ANNUITIES. 3. REAL ESTATE LICENSE; LICENSE IS WAREHOUSED. 4. Stout Investment Partners, LLC, Knox, IN. Co-own, with business partner, the building that houses my financial practice and will receive rental income from property. Start date: 2/19/21, approx. 1 hr/mo, none during trading hrs. 5. Board member - Knox Middle School PTO, Knox, IN. General board member duties, no access to funds. Start date: 5/1/24, approx. 6 hrs/mo, 2 hrs during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-06 |
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