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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-09-14 |
Branch Locations
One Towne Square Suite 240, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Warren | MI | 01/1997 | Present |
| Raymond James Financial Services Advisors Inc. | Southfield | MI | 09/2017 | Present |
(1) Name of Business: R2 Financial Planning, LLC Address: 1 Towne Sq Ste 240, Southfield, MI, 48076, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: CFP/Financial Advisor, LLC Partner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-09-06 |
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