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Current Employers
Plante Moran Real Estate Investment Advisors

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-02-14
  • IL RA
    APPROVED
    Since 2023-02-14

Branch Locations

10 S Riverside Plaza 7Th Floor, Chicago, IL 60606 • 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 Chicago IL 08/2019 04/2022
Finspinre Schaumburg IL 05/2019 07/2019
Uw Madison Madison WI 08/2018 05/2019
Plante Moran Financial Advisors Chicago IL 06/2018 08/2018
Ciee Barcelona Barcelona 01/2018 06/2018
Uw Madison Recreational Sports Madison WI 11/2016 01/2018
Uw Madison Madison WI 06/2017 08/2017
Rolling Green Country Club Arlington Heights IL 05/2016 09/2016
Plante Moran Real Estate Investment Advisors Chicago IL 04/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-10
  • S65 Uniform Investment Adviser Law Examination
    2020-03-10
Designations

View on SEC IAPD

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