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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2012-05-01 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
29560 Beck Road #101, Wixom, MI 48393 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smart Divorce Planning, Llc | Livonia | MI | 08/1995 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 04/2012 | Present |
| Spc | Ann Arbor | MI | 04/2012 | Present |
1. DBA - Trademark Investments, Wixom, MI. Offering financial services. Start date: 6/5/23, approx. 120 hrs/mo, all during mkt hrs. INV REL: Y 2. SALE OF VARIOUS LINES OF INSURNCE THROUGH VARIOUS INSURANCE COMPANIES. 3. I AM A NOTARY AND DO NOT CHARGE FOR SERVICES. 4. Owner - Smart Divorce Plan LLC - divorce advisor to help understand assets/budgets related to divorce and dividing of pensions/retirement plans. Start date: 7/14/20, approx. 5 hrs/mo. 5. Owner - Easy QDRO, LLC. Prepare and review QDROs and pension valuations. Start date: 2/6/25, approx. 10 hrs/mo with 10% during mkt hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-02 |
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