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Thomas Edward Graney

Planning Alternatives Ltd

Naples, FL

Birmingham, MI

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Current Employers
Planning Alternatives Ltd

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-02-10
MI RA APPROVED 2022-01-28
  • FL RA
    APPROVED
    Since 2022-02-10
  • MI RA
    APPROVED
    Since 2022-01-28

Branch Locations

405 5Th Ave S Suite 7E, Naples, FL 34102 • United States

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Boston MA 03/1991 01/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2022
Planning Alternatives Ltd Birmingham MI 01/2022 Present
  • 03/1991 → 01/2022
    Fidelity Brokerage Services, Inc.
    Boston, MA
  • 07/2018 → 01/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2022 → Present
    Planning Alternatives Ltd
    Birmingham, MI
Previous Registrations
  • 2018-07-13 → 2022-01-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 1998-09-14 → 2018-07-13
    Strategic Advisers Llc
    Palm Beach, FL
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-18
S63 Uniform Securities Agent State Law Examination 1990-11-20
  • S65 Uniform Investment Adviser Law Examination
    1998-02-18
  • S63 Uniform Securities Agent State Law Examination
    1990-11-20
Designations
Other Names
  • Thomas Edward Graney

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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