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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-01 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
401 East Sonterra Boulevard Ste. 375, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | San Pedro | TX | 06/2018 | 12/2018 |
| Sigma Financial Corporation | Ann Arbor | MI | 02/2019 | Present |
| Spc | Ann Arbor | MI | 02/2019 | Present |
| Investment Professionals, Inc. | San Antonio | TX | 10/1994 | 06/2018 |
AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-24 |
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