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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-03 |
| MI | RA | APPROVED | 2024-04-02 |
Branch Locations
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
5070 Highway A1A Suite 250, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Traverse City | MI | 10/2015 | 02/2024 |
| Rehmann Financial | Vero Beach | FL | 04/2024 | Present |
Youth Sailing Foundation; Non-investment related; 17 17th St, Vero Beach, FL 32960; Non-profit organization; Board member/Treasurer responsible for reviewing monthly financials and assisting with annual audit; start date 9/1/2025; 4 hours per month, 0 securities hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-14 |
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