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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-02 |
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 | Columbus | OH | 08/2023 | Present |
| N/A | Cincinnati | OH | 05/2023 | 08/2023 |
| University Of Dayton | Dayton | OH | 08/2019 | 05/2023 |
| University Of Dayton | Dayton | OH | 08/2020 | 05/2022 |
| Ubs Financial Services | Cincinnati | OH | 05/2021 | 08/2021 |
| Costco Wholesale | Deerfield | OH | 06/2019 | 08/2019 |
| Costco Wholesale | Deerfield | OH | 05/2020 | 08/2020 |
| Archbishop Moeller High School | Montgomery | OH | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
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