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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-23 |
| MI | RA | APPROVED | 2010-03-08 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
37811 W. 12 Mile Rd Suite 101, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 03/1999 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2006 | Present |
DBA - Generational Planning Solutions, Farmington Hills, MI. Name used for my financial practice through Sigma Financial Corporation and SPC. Start date: 6/22/26 INV REL: Y SELLING INSURANCE PRODUCTS WITH VARIOUS INSURANCE PRODUCTS. PREPARES TAXES; SELF EMPLOYED. AGGPT, LLC; BILL PAYING ENTITY FOR OFFICE. Trustee of my personal trust. Start date: 4/25/12, less than 1 hr/mo. Co-trustee, along with brother, on the Milton E. Goldberg Family Trust. Start date: 1/1/90, approx. 1 hr/mo. Co-trustee, along with mother and brother, of the Jean Cascade Rev. Inter-Vivos Trust. Start date: 12/17/25, approx. 1 hr/mo. INV REL: N Notary Public, Oakland County, MI. Provide notary services on an as-needed basis. Commission ends 6/20/27
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-03-15 |
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