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24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-03-14 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Southfield | MI | 07/2016 | Present |
(1)Name of Business: Allen Park Presbyterian Church Address: 4117 Sunningdale Dr, Bloomfield Hills, MI, 48302, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 02/13/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Participant in church camp finance committee (2)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: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: 11% owner in financial planning firm (3)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: Associate/Employee Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Co Managing Partner and Financial Planner (4)Name of Business: Center for Financial Planning, Inc. 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: 07/06/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Director of Operations (5)Name of Business: Center for Financial Planning, Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033, United States Activity Type: Independent RIA Position/Title: Partner Investment Related: Yes Start Date: 07/06/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Director of Operations (6)Name of Business: Center for Financial Planning, Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/28/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Servicing agent for one disability policy (7)Name of Business: Center for Financial Planning, Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 12/04/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Co-author for firm-written book that will be given out to clients free of charge and also listed on Amazon, Barnes & Nobles, etc. to improve visibility and credibility of book. (8)Name of Business: Kirk in the Hills Preschool Address: 4117 Sunningdale Dr, Bloomfield Hills, MI, 48302, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 05/17/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overseeing budget and financial statement process, helping advise on fiscal management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-16 |
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