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24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-02-20 |
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, Inc. | Southfield | MI | 12/2013 | Present |
(1)Name of Business: Center for Financial Planning, Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Continuing my role as Financial Planner (2)Name of Business: Lloyd's/International Specialty Insurance Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/03/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent of Record (3)Name of Business: Wyman Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Personal loan for purchase of 5% ownership of Center for Financial Planning, Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-24 |
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