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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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bloomfield Hills | MI | 10/2012 | 12/2019 |
| Raymond James Financial Services, Inc. | Southfield | MI | 01/2020 | Present |
| Raymond James Financial Services Advisors, Inc | Southfield | MI | 04/2024 | 02/2026 |
| Center For Financial Planning Inc. | Southfield | MI | 02/2026 | Present |
1) Center for Financial Planning, Inc. (DBA); Southfield, MI; Admin; Not investment related; started 01/06/2020; 0 hrs mo devoted; 0 hrs mo devoted during trading; Administration duties. 2) Center for Financial Planning, Inc. (Independent RIA); Southfield, MI; Operations Admin; Investment related; started 01/06/2020; 60 hrs mo devoted; 60 hrs mo devoted during trading; Administration duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-07 |
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