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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-09-21 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
11 Scott St., Monroe, MI 48161 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trillium Academy | Taylor | MI | 08/2008 | 06/2025 |
| Sigma Financial Corporation | Monroe | MI | 08/2016 | Present |
| Sigma Planning Corporation | Monroe | MI | 09/2018 | Present |
1. Lotus Financial Services, Monroe, MI. Prepare taxes for clients from January - April. Start date: 2/1/24, approx. 50 hrs/mo during tax season, 30 hrs during trading hrs. INV REL: N 2. Blue Table LLC, Monroe, MI. 50% owner of LLC. Set up to own the building that houses my practice. Also receive rental income from separate unit in building. Start date: 2/20/24, approx. 1 hr/mo. INV REL: N 3. DBA - Lotus Financial Partners, Monroe, MI. Name used for financial services practices through Sigma Financial Corporation and SPC. Start date: 2/2/24, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y 4. Peak Financial Management, LLC. Personally owned sole member LLC used for business tracking expenses. Start date: 5/19/25, less than 1 hr/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
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