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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-05-02 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
5750 New King Street Suite 310, Troy, MI 48098 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corporate Benefits Solutions | Troy | MI | 01/2007 | Present |
| Sigma Financial Corp | Ann Arbor | MI | 05/2011 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 05/2011 | Present |
1. INDEPENDENT INSURANCE AGENT,YES,5750 NEW KING STREET, STE 310 TROY, MI 48098,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,02/12/2009,40,40,SALES OF FIXED INSURANCE PRODUCTS. 2. MATTAR FINANCIAL CORPORATION,YES,5750 NEW KING STREET, STE 310 TROY, MI 48098,DBA NAME FOR SALES OF INSURANCE AND SECURITIES PRODUCTS,REGISTERED REPRESENTATIVE,02/12/2009,160,160,SALES OF INSURANCE AND SECURITIES PRODUCTS. 3. CORPORATE BENEFIT SOLUTIONS,YES,5750 NEW KING STREET, STE 310 TROY, MI 48098, GROUP LIFE, HEALTH, DENTAL, VISION INSURANCE, REPRESENTATIVE, 2/12/2009, 90,90,MARKETING AND SALES OF GROUP LIFE, HEALTH, DENTAL, VISION INSURANCE. 4. MI Republican Party State Committee - Member. This also includes role as a member of the 11th Congressional District Republican Committee Executive Board. Start date: 2/18/23 and re-elected in 2025. Less than 1 hr/mo - none during mkt hrs. INV REL: N 5. Chairman of Missions Committee - Armenian Congregational Church of Greater Detroit, Southfield, MI. Start date: 4/10/25, less than 1 hr/mo. INV REL: N 6. Master of Ceremonies for local lodge of the Knights of Vartan, Southfield, MI. Duties include setting up meetings and volunteering to assist others. No access to funds. Start date: 1/14/2026, less than 1 hr/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1980-12-22 |
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