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24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-04-19 |
Branch Locations
24800 Denso Drive Suite 300, Southfield, MI 48033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Focus | Farmington Hills | MI | 10/2014 | 07/2017 |
| Lpl Financial Llc | Farmington Hills | MI | 09/2013 | 07/2017 |
| Raymond James Financial Services, Inc. | Southfield | MI | 07/2017 | Present |
(1)Name of Business: Center for Financial Planning, Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, United States Activity Type: Independent RIA Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/31/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Director of Client Services. FA rep code is 7AA7. (2)Name of Business: Center for Financial Planning, Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/31/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Staff - client service
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-12-30 |
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