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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-02-02
  • OH RA
    APPROVED
    Since 2024-02-02

Branch Locations

995 Yard St. Suite 450, Grandview Heights, OH 43212 • 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 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
  • 08/2023 → Present
    Columbus, OH
  • 05/2023 → 08/2023
    N/A
    Cincinnati, OH
  • 08/2019 → 05/2023
    University Of Dayton
    Dayton, OH
  • 08/2020 → 05/2022
    University Of Dayton
    Dayton, OH
  • 05/2021 → 08/2021
    Ubs Financial Services
    Cincinnati, OH
  • 06/2019 → 08/2019
    Costco Wholesale
    Deerfield, OH
  • 05/2020 → 08/2020
    Costco Wholesale
    Deerfield, OH
  • 08/2015 → 05/2019
    Archbishop Moeller High School
    Montgomery, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-02
  • S65 Uniform Investment Adviser Law Examination
    2024-02-02

View on SEC IAPD

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