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Theresa Lynn Collins

Paragon Retirement Planning, Inc.

Troy, MI

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Current Employers
Paragon Retirement Planning, Inc.

50 W Big Beaver Rd Ste. 410, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-03-03
  • MI RA
    APPROVED
    Since 2026-03-03

Branch Locations

50 W Big Beaver Rd Ste. 410, Troy, MI 48084 • 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
Financial Services Of America Warren MI 08/2006 11/2017
Paragon Retirement Planning Troy MI 04/2022 Present
Custom Insurance Agency Shelby Twp MI 11/2017 Present
Paragon Retirement Planning, Inc Troy MI 03/2024 Present
  • 08/2006 → 11/2017
    Financial Services Of America
    Warren, MI
  • 04/2022 → Present
    Paragon Retirement Planning
    Troy, MI
  • 11/2017 → Present
    Custom Insurance Agency
    Shelby Twp, MI
  • 03/2024 → Present
    Paragon Retirement Planning, Inc
    Troy, MI
Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED BUSINESS; TROY MI; INSURANCE AGENT; START DATE: 2017

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-05
  • S65 Uniform Investment Adviser Law Examination
    2024-01-05
Other Names
  • Theresa Lynn Hood

View on SEC IAPD

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