Best Investors
Account
Sign in
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-03 |
Branch Locations
4710 West Saginaw Suite 5, Lansing, MI 48917 • 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 |
|---|---|---|---|---|
| Laingsburg Schools | Laingsburg | MI | 07/2016 | 07/2017 |
| Financial Independents | Lansing | MI | 08/2017 | 03/2020 |
| New York Life Insurance Co. | Grand Rapids | MI | 03/2021 | 07/2022 |
| Nylife Securities Llc | Grand Rapids | MI | 06/2021 | 07/2022 |
| Homemaker | Lansing | MI | 03/2020 | 03/2021 |
| Usa Financial Securities Corporation | Lansing | MI | 08/2017 | 05/2020 |
| Sigma Financial Corporation | Ann Arbor | MI | 07/2022 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2023 | Present |
1. DBA - Full Circle Financial, Lansing, MI. Offering financial services. Start date: 7/20/22. INV REL: Y 2. As an independently licensed insurance agent, I am appointed with various insurance companies and offer fixed insurance products. Start date: 8/12/22, approx. 10 hrs/mo, all during mkt hrs. INV REL: Y 3. Board member - TWIGS (To Work in Grateful Service), a 501c3 non-profit located in Lansing, MI. Contribute opinion and help in overall decision-making and community efforts for the non-profit. Start date: 11/28/22, approx. 4 hrs/mo, none during mkt hrs. INV REL: N 4. Notary Public, Lansing, MI. Provide notary services on an as-needed basis. Start date: 2/25/24, less than 1 hr/mo, 50% during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-17 |
Reach out to this advisor