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24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-02-20 |
Branch Locations
24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tru Vista Wealth Advisors-Ameriprise | Troy | MI | 07/2008 | 06/2017 |
| Ameriprise Financial Services, Inc. | Troy | MI | 08/2003 | 06/2017 |
| Raymond James Financial Services, Inc. | Southfield | MI | 08/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Southfield | MI | 08/2017 | 06/2020 |
| Center For Financial Planning, Inc | Southfield | MI | 08/2017 | Present |
(1)Name of Business: Center for Financial Planning, Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/28/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-09 |
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