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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-26 |
| FL | RA | APPROVED | 2025-03-31 |
| MI | RA | APPROVED | 2024-04-16 |
Branch Locations
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
1500 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 | 05/2015 | 10/2019 |
| Rehmann Wealth | Troy | MI | 04/2024 | Present |
| Ford Estates, Llc | Detroit | MI | 10/2019 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-01 |
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