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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-24 |
| LA | RA | APPROVED | 2023-03-20 |
| OH | RA | APPROVED | 2023-03-13 |
| CO | RA | APPROVED | 2023-03-10 |
| IL | RA | APPROVED | 2023-03-10 |
| TX | RA | APPROVED | 2023-03-10 |
| AL | RA | APPROVED | 2016-11-15 |
| MI | RA | APPROVED | 2010-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| P&M Holding Group, Llp | Southfield | MI | 07/2021 | Present |
| Plante Moran Financial Advisors | Vestavia Hills | AL | 07/2016 | Present |
Partner, P&M Holding Group, LLP as of 7/1/2021. 0 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-21 |
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