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Current Employers
Flexible Plan Investments Ltd

3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-15
MI RA APPROVED 2026-05-15
  • FL RA
    APPROVED
    Since 2026-05-15
  • MI RA
    APPROVED
    Since 2026-05-15

Branch Locations

3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432 • United States

Clearwater, FL • 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
Pimco Investments Llc New York NY 02/2011 07/2021
Ceros Financial Services Rockville MD 05/2025 Present
Fisher Investments Odessa FL 08/2021 05/2023
Charles Schwab & Co., Inc. Trinity FL 07/2023 10/2025
Charles Schwab Bank Ssb Trinity FL 07/2023 10/2025
Suncoast Credit Union Clearwater FL 10/2025 05/2026
Lpl Financial Llc Clearwater FL 10/2025 05/2026
  • 02/2011 → 07/2021
    Pimco Investments Llc
    New York, NY
  • 05/2025 → Present
    Ceros Financial Services
    Rockville, MD
  • 08/2021 → 05/2023
    Odessa, FL
  • 07/2023 → 10/2025
    Trinity, FL
  • 07/2023 → 10/2025
    Charles Schwab Bank Ssb
    Trinity, FL
  • 10/2025 → 05/2026
    Suncoast Credit Union
    Clearwater, FL
  • 10/2025 → 05/2026
    Clearwater, FL
Previous Registrations
  • 2025-11-12 → 2026-04-22
    Tampa, FL
    St Petersburg, FL
    St. Petersburg, FL
    Clearwater, FL
  • 2023-07-27 → 2025-08-07
    Orlando, FL
    Temple Terrace, FL
    Plano, TX
    Temple Terrace, FL
    Trinity, FL
    Westlake, TX
  • 2021-08-20 → 2023-05-23
    Plano, TX
    Odessa, FL
  • 2007-04-02 → 2008-10-16
    Morgan Stanley & Co. Llc
    Bethesda, MD
  • 2003-10-07 → 2007-04-02
    Morgan Stanley Dw Inc.
    Bethesda, MD
    Bethesda, MD
Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Suncoast Investment Services - Investment related - At Reported Business Location (s) - Start Date: 10/2025 2. 10/2025 - X-Golf Tampa - Business Owner - Not Investment related - 00 Hrs/Mth - 00 Hrs During Trading - Trinity, FL 34655 - OBA start date: 06/10/2025

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-11
S66 Uniform Combined State Law Examination 2003-08-14
  • S65 Uniform Investment Adviser Law Examination
    2021-08-11
  • S66 Uniform Combined State Law Examination
    2003-08-14
Other Names
  • Adam Radin

View on SEC IAPD

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