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Current Employers
Plante Moran Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-07
TX RA APPROVED 2023-03-14
MI RA APPROVED 2011-07-13
  • CO RA
    APPROVED
    Since 2025-07-07
  • TX RA
    APPROVED
    Since 2023-03-14
  • MI RA
    APPROVED
    Since 2011-07-13

Branch Locations

1111 Michigan Ave., East Lansing, MI 48823 • 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, Llc East Lansing MI 10/2010 Present
Plante & Moran, Pllc Southfield MI 07/2024 Present
  • 10/2010 → Present
    Plante Moran Financial Advisors, Llc
    East Lansing, MI
  • 07/2024 → Present
    Plante & Moran, Pllc
    Southfield, MI
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-29
  • S65 Uniform Investment Adviser Law Examination
    2011-06-29
Designations

View on SEC IAPD

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