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24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-07 |
| MI | RA | APPROVED | 2017-02-14 |
Branch Locations
24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Southfield | MI | 07/2013 | Present |
| Center For Financial Planning | Southfield | MI | 07/2013 | 01/2021 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-08 |
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