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Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-06
  • CA RA
    APPROVED
    Since 2025-01-06

Branch Locations

25431 Cabot Road, Suite 203, Laguna Hills, CA 92653 • United States

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sigma Financial Corporation Ann Arbor MI 03/2000 Present
Sigma Planning Corporation Ann Arbor MI 05/2009 Present
  • 03/2000 → Present
    Sigma Financial Corporation
    Ann Arbor, MI
  • 05/2009 → Present
    Sigma Planning Corporation
    Ann Arbor, MI
Previous Registrations
  • 2002-02-07 → 2008-12-31
    Mary Mar, Certified Financial Planner
Other Businesses

Board member of the Montilla Homeowners Association, Irvine, CA. Start date: 9/10/25, approx. 1.5 hrs/mo. No access to funds, property management company handles financial matters. Not investment related. Own 3 residential rental properties in NV and CA and receive income from rentals. Sole owner of properties. Start date: 9/8/25, approx. 1 hr/mo. INV REL: N Chair of Rotary District 5320 Finance Committee, Orange, CA. Chair quarterly meetings and set agenda. Start date: 7/1/25 for 1 year term. Approx. 10 hrs/mo, none during trading hrs. No access to funds. INV REL: N

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-06-07
  • S63 Uniform Securities Agent State Law Examination
    1996-06-07
Designations
Other Names
  • Mary Mar
  • Mary Jost
  • Mary Mar Jost
  • Mary Jane Jose
  • Mary J Mar

View on SEC IAPD

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