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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 2021-06-22
  • MI RA
    APPROVED
    Since 2021-06-22

Branch Locations

3000 Town Center Suite 100, Southfield, MI 48075 • 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 Southfield MI 08/2020 Present
Jackson National Life East Lansing MI 08/2019 05/2020
Plante Moran Financial Advisors Southfield MI 06/2019 08/2019
Jackson National Life East Lansing MI 01/2019 05/2019
The Andersons Maumee OH 05/2018 08/2018
Vito's Perrysburg OH 05/2017 08/2017
Michigan State University East Lansing MI 08/2016 05/2020
  • 08/2020 → Present
    Southfield, MI
  • 08/2019 → 05/2020
    Jackson National Life
    East Lansing, MI
  • 06/2019 → 08/2019
    Southfield, MI
  • 01/2019 → 05/2019
    Jackson National Life
    East Lansing, MI
  • 05/2018 → 08/2018
    The Andersons
    Maumee, OH
  • 05/2017 → 08/2017
    Vito's
    Perrysburg, OH
  • 08/2016 → 05/2020
    Michigan State University
    East Lansing, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-22
  • S65 Uniform Investment Adviser Law Examination
    2021-06-22
Designations

View on SEC IAPD

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