Peter Mccaffrey

Current Employers

Sound Financial Planning Llc

Bloomfield Hills, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-11-17

MI RA
APPROVED

Since 2025-11-17

Branch Locations

Bloomfield Hills, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sound Financial Planning Llc	Bloomfield Hills	MI	09/2025	Present
Detroit Symphony Orchestra	Detroit	MI	03/2012	Present

09/2025 → Present

Sound Financial Planning Llc

Bloomfield Hills, MI
03/2012 → Present

Detroit Symphony Orchestra

Detroit, MI

Other Businesses

Name: Detroit Symphony Orchestra. Investment-related: No. Address: Max M. & Marjorie S. Fisher Music Center, 3711 Woodward Ave, Detroit, MI 48201. Nature of business: Orchestra. Position/Title/Duties: Musician (Cellist). Start date: March 2012. Hours/month: 80. Hours/week: 20.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-10

S65 Uniform Investment Adviser Law Examination

2025-09-10