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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-22 |
| CA | RA | APPROVED | 2026-04-27 |
| MI | RA | APPROVED | 2010-02-02 |
Branch Locations
401 Edgewater Place Suite 300, Wakefield, MA 02215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 02/2005 | Present |
| Plante & Moran, Pllc | Southfield | MI | 07/2016 | Present |
Partner - Plante & Moran, PLLC. Southfield, MI. Not investment related, 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-28 |
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