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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-24 |
Branch Locations
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
1500 W. Big Beaver Rd., 2Nd Floor, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 08/2014 | 07/2024 |
| Rehmann | Troy | MI | 07/2024 | Present |
1. FIRST UNITED METHODIST CHURCH BIRMINGHAM; POSITION: VOLUNTEER; INVESTMENT RELATED: NO; ADDRESS: 1589 W MAPLE RD, BIRMINGHAM, MI 48009; START DATE: JANUARY 2003; HOURS PER MONTH: 2; SECURITIES HOURS PER MONTH: 0; DUTIES: INVESTMENT COMMITTEE MEMBER FOR THE CHURCH ENDOWMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-22 |
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