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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Detroit | MI | 08/2022 | Present |
| Shanty Creek | Bellaire | MI | 05/2022 | 08/2022 |
| Shanty Creek | Bellaire | MI | 05/2021 | 08/2021 |
| Merrill Lynch | Bloomfield Hills | MI | 06/2020 | 08/2020 |
| Dewitt Marine | Bellaire | MI | 05/2019 | 08/2019 |
| University Of Alabama | Tuscaloosa | AL | 08/2018 | 05/2022 |
| Troy High School | Troy | MI | 09/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-01 |
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