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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-03 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Richmond, NH • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2016 | 12/2025 |
| Ice River Springs | Pittsfield | MA | 05/2016 | 11/2016 |
| Blueprint Financial Advisors | Charlotte | NC | 12/2025 | 01/2026 |
| Sigma Financial Corporation | Ann Arbor | MI | 01/2026 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2026 | Present |
Sale of non-variable insurance products through various insurance companies. Annuities sold through Sigma's approved FMOs. Start date: 1/21/26, approx. 1 hr/mo, none during mkt hrs. INV REL: Y Maple Leaf Advisors LLC, Richmond, NH. Personally held LLC used for business tracking purposes. Start date: 12/17/25, approx. 5 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-24 |
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