CS
Craig M. Schembri
SPC
Farmington Hills, MI 48334
Some features on this profile are disabled
CRD#: 2674351
CS
Professional summary
Craig Michael Schembri, AIF® is a registered financial advisor currently at SPC located in Farmington Hills, Michigan and SIGMA FINANCIAL CORPORATION located in Farmington Hills, Michigan.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Craig has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. LICENSED REAL ESTATE AGENT WITH MAXIM PROPERTIES. 2. SCHEMBRI DANKO IS A 50% EQUITY PARTNER IN MAXIM PROPERTIES. 3. WINGS TO RAILS LLC - MEMBER OF LLC TO INVEST IN RAW LAND PURCHASE IN SW FLORIDA 4. BOCA VM LLC- BECOME MEMBER TO INVEST IN PURCHASING RAW LAND FOR RESIDENTIAL DEVELOPMENT IN SW FLORIDA. 5. Wings to Michigan LLC - member of LLC (2 other partners) to purchase parcels of land around Punta Gorda, FL airport. Already own acreage around airport through Wings to Rails LLC. Start date: 4/18/17, 0 hrs/mo spent on activity. 6. Member and 50% owner - Coral Haze, LLC, North Fort Myers, FL. Investing in residential lots in Cape Coral/Cape Haze (SW Florida) area. Start date: 5/24/18, less than 1 hr/mo spent on activity. 7. Member - 10 Acres Southside, LLC, Fort Myers, FL. Purchase of industrial-zoned land in Fort Myers, FL area. Start date: 1/18/21, less than 1 hr/mo spent on activity.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Michael Schembri's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 25, 2010 - Present
SPC
Office #1: 30665 Nw Highway Suite 110, Farmington Hills, MI 48334RIA
CRD#: 110692
Farmington Hills, MI
Current
October 29, 1996 - Present
SIGMA FINANCIAL CORPORATION
Office #1: 30665 Nw Highway Suite 110, Farmington Hills, MI 48334BD
CRD#: 14303
Farmington Hills, MI
Past
April 23, 1996 - October 30, 1996
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
December 14, 1995 - April 16, 1996
INDIANAPOLIS SECURITIES, INC.
BD
CRD#: 10399
VALLEY STREAM, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/2/2022)
RR
Michigan(10/29/1996)
IAR
Michigan(10/25/2010)
RR
Nebraska(4/11/2024)
RR
Texas(6/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,544 |
| AUM (Assets Under Management) | $ 5,655,661,675 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
