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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-05-20 |
Branch Locations
1000 Oakbrook Dr. Suite 400, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Ann Arbor | MI | 08/2018 | Present |
| Plante Moran Financial Advisors | Ann Arbor | MI | 06/2017 | 08/2017 |
| Michigan State University | East Lansing | MI | 08/2016 | 05/2018 |
| None | Highland | MI | 05/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-20 |
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