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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-17 |
| OH | RA | APPROVED | 2003-02-05 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
18 N. St. Clair Street Suite 2A, Toledo, OH 43604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 02/1999 | Present |
1. LICENSED INS AGENT (HTB/DISABILITY/LTC) 2. SUMMIT RESERVE GROUP: OFFER FINANCIAL SERVICES AS WELL AS SELL INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES.(LIFE - DI & LTC PRODUCTS) 3. RENTAL PROPERTY, LEASING OF A DUPLEX THAT I OWN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-23 |
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