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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
MI RA APPROVED 2018-02-20
  • MI RA
    APPROVED
    Since 2018-02-20

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, Inc. Southfield MI 12/2013 Present
  • 12/2013 → Present
    Raymond James Financial Services, Inc.
    Southfield, MI
Other Businesses

(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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-06-24
  • S63 Uniform Securities Agent State Law Examination
    2014-06-24
Designations

View on SEC IAPD

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