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Alex Joseph Smith

Plante Moran Financial Advisors

Grand Rapids, MI

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Current Employers
Plante Moran Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-03-12
  • MI RA
    APPROVED
    Since 2018-03-12

Branch Locations

634 Front Ave Nw #300, Grand Rapids, MI 49504 • 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 Southfield MI 08/2017 Present
Purdue University W Lafayette IN 08/2013 05/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-12
  • S65 Uniform Investment Adviser Law Examination
    2018-03-12
Designations

View on SEC IAPD

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