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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-01-06 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
8469 S Saginaw Street Suite 1, Grand Blanc, MI 48439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 08/2019 | Present |
| Bila Financial | Grand Blanc | MI | 07/2017 | Present |
| Stay At Home Dad | Goodrich | MI | 01/2006 | 07/2017 |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2020 | Present |
Insurance sales - Medicare. Licensed with BCBS-MI and Priority Health. dba - Bila Financial, Grand Blanc, MI. Offering financial services. Start date: 1/6/2020, approx. 160 hrs/mo, during mkt hrs. INV REL: Y Personal Representative and Executor of my brother's estate. General duties include the settlement of the estate and disbursement of assets to heirs. Start date: 11/18/24, less than 1 hr/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
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