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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pohl & Assoc | Lansing | MI | 01/1994 | 06/2017 |
| Sigma Financial Corporation | Ann Arbor | MI | 07/2008 | Present |
1. CARR FINANCIAL - OWNER PAUL J. CARR; Boerne, TX 2. Sole proprietorship of rental real estate located in San Antonio, TX. Receive rental income from management of the property that houses a private school. Start date: 9/20/24, minimal time spent on activity, none during mkt hrs. INV REL: N. 3. PAUL J. CARR; Boerne, TX; INSURANCE SALES. 4. Sole trustee of my deceased mother's trust. General trustee duties - filing forms with investment and insurance companies and settling estate. Start date: 5/15/26, approx. 3-5 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-15 |
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