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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-11-06 |
| TX | RA | APPROVED_RES | 2023-03-20 |
| MI | RA | APPROVED | 2014-12-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 10/2014 | Present |
| Plante & Moran, Pllc | Southfield | MI | 07/2024 | Present |
Board member, The Downtown Boxing Gym Youth Program - Located at 6445 E Vernor Hwy, Detroit, MI 48207. Not investment related. Attend and contribute to board meeting every other month, support organization through charitable giving, and support students through various programs offered. Less than one hour per month during trading hours. Plante & Moran PLLC - Partner. Southfield, MI. Not investment related. 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-16 |
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