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Lincoln A Geltz

Spc

Salem, SC

Ann Arbor, MI

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Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-10-18
  • SC RA
    APPROVED
    Since 2024-10-18

Branch Locations

Salem, SC • United States

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cadaret, Grant & Co., Inc. Salem SC 01/2001 10/2024
Sigma Financial Corporation Ann Arbor MI 10/2024 Present
  • 01/2001 → 10/2024
    Cadaret, Grant & Co., Inc.
    Salem, SC
  • 10/2024 → Present
    Sigma Financial Corporation
    Ann Arbor, MI
Previous Registrations
  • 2010-07-02 → 2024-10-21
    Cadaret, Grant & Co., Inc.
    Washington, MI
    Salem, SC
    Syracuse, NY
    Salem, SC
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
Other Businesses

Infinity Counsel Group P.C., Salem, SC, Name used for all securities business. Start date: 2/27/25, approx. 120hrs/mo. INV REL: Y

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-05
S63 Uniform Securities Agent State Law Examination 1987-02-17
  • S65 Uniform Investment Adviser Law Examination
    2010-06-05
  • S63 Uniform Securities Agent State Law Examination
    1987-02-17

View on SEC IAPD

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