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Current Employers
Center For Financial Planning Inc

24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-10-07
MI RA APPROVED 2017-02-14
  • TX RA
    APPROVED
    Since 2019-10-07
  • MI RA
    APPROVED
    Since 2017-02-14

Branch Locations

24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • 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
Raymond James Financial Services Southfield MI 07/2013 Present
Center For Financial Planning Southfield MI 07/2013 01/2021
  • 07/2013 → Present
    Raymond James Financial Services
    Southfield, MI
  • 07/2013 → 01/2021
    Center For Financial Planning
    Southfield, MI
Previous Registrations
Other Businesses

(1)Name of Business: Address: 1001 Charles H Orndorf DR, Brighton, MI, 48116, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 09/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be teaching chess to middle school kids. I have written a chess instruction book to supplement my work in the classroom which I intend to sell as part of the participation fee to take the chess class. Also, I have several clients that play chess as well as their kids and grandkids and I would like to promote and give away copies of my book to them as well. (2)Name of Business: Center for Financial Planning Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033, United States Activity Type: Independent RIA Position/Title: Advisor, Partner Investment Related: Yes Start Date: 07/13/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Lead Financial Planner & Partner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-08
  • S66 Uniform Combined State Law Examination
    2009-12-08
Designations
Other Names
  • Matthew A Trujillo

View on SEC IAPD

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