DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Mary Katherine Sheahan

Center For Financial Planning Incindependent RIASouthfield, Midual registrantIAPD 7278381

Feed of 09/14/2026

Also filed as Mary Sheahan

At current firm

0 y

since Feb 25, 2026

In the industry

11 y

since Jan 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Center For Financial Planning Inc independent RIA current
since Feb 25, 2026 · Southfield, Mi
Raymond James Financial Services Advisors, Inc BD affiliated
Apr 16, 2025 to Mar 16, 2026 · Southfield, Mi
The Fiduciary Alliance independent RIA
May 19, 2023 to Apr 21, 2025 · Sterling Heights, Mi
Ameriprise Financial Services, LLC national BD
Jun 17, 2022 to May 24, 2023 · Sterling Heights, Mi

Moves

a registration end followed by a registration begin elsewhere

Raymond James Financial Services Advisors, Inc to Center For Financial Planning Inc
left Mar 16, 2026, registered Feb 25, 2026 (-19 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
The Fiduciary Alliance to Raymond James Financial Services Advisors, Inc
left Apr 21, 2025, registered Apr 16, 2025 (-5 days) · RIA to affiliated broker-dealer or bank
Ameriprise Financial Services, LLC to The Fiduciary Alliance
left May 24, 2023, registered May 19, 2023 (-5 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team

Signals

Mary Katherine Sheahan left Raymond James Financial Services Advisors, Inc for Center For Financial Planning Inc (registered 2026-02-25)
Mar 16, 2026 · Advisor changed firm · fact
Mary Katherine Sheahan left The Fiduciary Alliance for Raymond James Financial Services Advisors, Inc (registered 2025-04-16)
Apr 21, 2025 · Advisor changed firm · fact
Mary Katherine Sheahan left Ameriprise Financial Services, Llc for The Fiduciary Alliance (registered 2023-05-19)
May 24, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address