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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-08 |
| IL | RA | APPROVED | 2018-03-12 |
Branch Locations
1661 Feehanville Dr. Suite 440, Mount Prospect, IL 60056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anchor Brake Shoe | West Chicago | IL | 03/2015 | 01/2018 |
| Sigma Financial Corporation | Northfield | IL | 02/2018 | Present |
| Sigma Planning Corporation | Northfield | IL | 03/2018 | Present |
1. Licensed life and health insurance agent, Northfield, IL. Sale of non-variable insurance products including whole life, term life, fixed annuities, health and disability income insurance. Start date: 11/7/18, approx. 4 hrs/mo with 100% during mkt. hrs. INV REL: Y 2. DBA - Touch Financial Group, Northfield, IL. Provides financial services. Start date: 4/12/23, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-05 |
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