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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-03 |
| MI | RA | APPROVED | 2010-10-14 |
Branch Locations
41850 W 11 Mile Rd Suite 235, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Center For Financial Planning | Southfield | MI | 08/2005 | Present |
| Raymond James Financial Services, Inc. | West Bloomfield | MI | 03/1994 | Present |
| Dunn Financial Services Corp. | West Bloomfield | MI | 12/2006 | Present |
| Raymond James Financial Services Advisors Inc. | West Bloomfield | MI | 08/2005 | Present |
(1)Name of Business: Dunn Financial Services Corp Address: 41850 W 11 Mile Road #235, Novi, MI, 48375, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/07/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: All business is conducted through RJFS...this is just a business name
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-28 |
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