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255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-10 |
Branch Locations
255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flexible Plan Investments | Bloomfield Hills | MI | 01/2014 | 05/2025 |
| Planning Alternatives | Birmingham | MI | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-26 |
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