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Spc CRD 110692
$6.10B regulatory AUM 4,483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
100 Allentown Pkwy Suite 220, Allen, TX 75002 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twfg Insurance | Allen | TX | 02/2022 | 01/2026 |
| Usa Mortgage | Mckinney | TX | 12/2020 | 12/2021 |
| Amerihome Mortgage | Irving | TX | 03/2018 | 08/2020 |
| Ocwen Loan Servicing Llc | Addison | TX | 02/2012 | 06/2017 |
| Unemployed | Unemployed | TX | 06/2017 | 03/2018 |
| Sigma Financial Corporation | Ann Arbor | MI | 11/2025 | Present |
| Unemployed | Unemployed | TX | 08/2020 | 12/2020 |
I am a co-owner since 2022, in conjunction with my wife of a Property and Casualty insurance agency. The name of the Agency is Sarah Biedma TWFG insurance. The location of the business is 1506 N Greenville Ave suite 260 in Allen Texas. I don't perform any type of time or have any specific responsibilities, I am just co-owner, as my wife runs the business. The business is not investment -related or sales any investment related products other than occasionally term life policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
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