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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-05-11 |
Branch Locations
1000 Oakbrook Dr Ste 400, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-11 |
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