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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-11 |
Branch Locations
995 Yard St. Suite 450, Grandview Heights, OH 43212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Grand Rapids | MI | 08/2019 | Present |
| Michigan Beer Growler Co | Southfield | MI | 05/2019 | 08/2019 |
| Oakland Hills Country Club | Bloomfield Hills | MI | 05/2019 | 08/2019 |
| Michigan State University | East Lansing | MI | 02/2016 | 05/2019 |
| Jp Morgan Chase | Birmingham | MI | 05/2018 | 09/2018 |
| Oakland Hills Country Club | Bloomfield Hills | MI | 05/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-04 |
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