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Tricia Irene Newcomb

Plante Moran Financial Advisors

Portage, MI

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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2016-09-30
  • MI RA
    APPROVED
    Since 2016-09-30

Branch Locations

750 Trade Centre Way Suite 300, Portage, MI 49002 • 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
Plante Moran Financial Advisors Portage MI 12/2004 Present
Plante & Moran, Pllc Portage MI 07/2026 Present
Other Businesses

Partner - Plante & Moran, PLLC. Not investment related, 0 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-30
S63 Uniform Securities Agent State Law Examination 2002-08-21
  • S65 Uniform Investment Adviser Law Examination
    2016-09-30
  • S63 Uniform Securities Agent State Law Examination
    2002-08-21
Other Names
  • Tricia Irene Watkins
  • Tricia Irene Watkins

View on SEC IAPD

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Other Offices

ZHANG FINANCIAL · PORTAGE, MI
EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PORTAGE, MI

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