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24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-06-10 |
Branch Locations
24800 Denso Drive Suite 300, Southfield, MI 48033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Northville | MI | 10/2012 | 05/2017 |
| Raymond James Financial Services, Inc. | Ann Arbor | MI | 05/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Ann Arbor | MI | 05/2017 | Present |
| Mcclaren Investment Partners Llc | Southfield | MI | 12/2019 | 12/2020 |
| Center For Financial Planning | Southfield | MI | 01/2021 | 01/2024 |
| Center For Financial Planning | Southfield | MI | 01/2021 | Present |
(1)Name of Business: Center For Financial Planning Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Senior Financial Planner & Director of Financial Planning (2)Name of Business: Center for Financial Planning II, LLC Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-31 |
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