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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-04-16 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
425 W. Huron Ste 220, Milford, MI 48381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Insurance Sales Agent | Walled Lake | MI | 01/2002 | 01/2021 |
| Sigma Financial Corporation | Ann Arbor | MI | 10/2006 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 11/2007 | Present |
Sale of non-variable insurance products (including life) through various FMOs and insurance companies. Start date: 7/5/23, approx. 5 hrs/mo. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-19 |
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