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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 2021-05-11
  • MI RA
    APPROVED
    Since 2021-05-11

Branch Locations

1000 Oakbrook Dr Ste 400, Ann Arbor, MI 48104 • 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 Ann Arbor MI 08/2020 Present
N/A Brighton MI 05/2020 08/2020
Grand Valley State University Allendale MI 08/2019 05/2020
Plante Moran Financial Advisors Ann Arbor MI 06/2019 08/2019
Grand Valley State University Allendale MI 01/2019 05/2019
Thomson Reuters Ann Arbor MI 09/2018 12/2018
First National Bank Howell MI 05/2018 08/2018
Grand Valley State University Allendale MI 09/2017 05/2018
First National Bank Howell MI 05/2017 08/2017
Grand Valley State University Allendale MI 09/2016 05/2017
  • 08/2020 → Present
    Ann Arbor, MI
  • 05/2020 → 08/2020
    N/A
    Brighton, MI
  • 08/2019 → 05/2020
    Grand Valley State University
    Allendale, MI
  • 06/2019 → 08/2019
    Ann Arbor, MI
  • 01/2019 → 05/2019
    Grand Valley State University
    Allendale, MI
  • 09/2018 → 12/2018
    Thomson Reuters
    Ann Arbor, MI
  • 05/2018 → 08/2018
    First National Bank
    Howell, MI
  • 09/2017 → 05/2018
    Grand Valley State University
    Allendale, MI
  • 05/2017 → 08/2017
    First National Bank
    Howell, MI
  • 09/2016 → 05/2017
    Grand Valley State University
    Allendale, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-11
  • S65 Uniform Investment Adviser Law Examination
    2021-05-11
Designations

View on SEC IAPD

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