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24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-25 |
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Sterling Heights | MI | 06/2020 | 05/2023 |
| Holy Name Catholic School | Birmingham | MI | 08/2017 | 06/2020 |
| Lindamood-Bell Learning Processes | Bingham Farms | MI | 06/2018 | 04/2019 |
| St. Lucy Catholic Church | St. Clair Shores | MI | 09/2016 | 09/2017 |
| Divine Mercy Center - Servants Of Jesus Of The Divine Mercy | Clinton Twp | MI | 01/2015 | 03/2017 |
| The Fiduciary Alliance | Greenville | SC | 05/2023 | 04/2025 |
| Raymond James Financial Services, Inc. | Southfield | MI | 04/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Southfield | MI | 04/2025 | 02/2026 |
| Center For Financial Planning Inc. | Southfield | MI | 02/2026 | Present |
(1)Name of Business: Center for Financial Planning Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/28/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Service Manager
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-04 |
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