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Joseph William Ruzycki

LPl Financial LLC

Naples, FL

Troy, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-20
TX RA APPROVED 2017-03-31
MI RA APPROVED 2017-03-13
  • FL RA
    APPROVED
    Since 2025-11-20
  • TX RA
    APPROVED
    Since 2017-03-31
  • MI RA
    APPROVED
    Since 2017-03-13

Branch Locations

Naples, FL • United States

2050 Livernois Rd Ste C, Troy, MI 48083 • 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
Center For Wealth Planning, Inc. Troy MI 01/2006 12/2017
Lpl Financial Llc Troy MI 09/2009 Present
Center For Wealth Planning Advisors, Inc Troy MI 01/2015 Present
  • 01/2006 → 12/2017
    Center For Wealth Planning, Inc.
    Troy, MI
  • 09/2009 → Present
    Troy, MI
  • 01/2015 → Present
    Center For Wealth Planning Advisors, Inc
    Troy, MI
Previous Registrations
  • 2015-01-12 → 2017-09-22
    Center For Wealth Planning Advisors, Inc
    Troy, MI
Other Businesses

1. 4/27/2018 - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 4/16/2018 - 2 Hours Per Month/2 Hours During Trading. 2. 3/5/2019 - CWP Property Managment, LLC - Not Investment Related - 2050 Livernois Troy MI - Real Estate Rental - Start Date: 08/18/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Buying a building where we will be moving our branch office. 3. 3/6/2019 - Center For Wealth Planning, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/02/2005 - 5 Hours Per Month During Securities Trading. 4. 3/8/2019 - America Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/26/2018 - 2 Hours Per Month During Securities Trading. 5. 08/07/2025 - America Group by LPL Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date: 08/15/2025

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-02
S63 Uniform Securities Agent State Law Examination 1999-01-12
  • S65 Uniform Investment Adviser Law Examination
    2004-12-02
  • S63 Uniform Securities Agent State Law Examination
    1999-01-12
Designations
Other Names
  • Joseph William Ruzyuki

View on SEC IAPD

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