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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-05 |
Branch Locations
99 Monroe Ave Nw #901, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 08/2018 | 04/2022 |
| Air Systems Inc. | Royal Oak | MI | 04/2018 | 08/2018 |
| Itec | Lansing | MI | 02/2017 | 02/2018 |
| Plante Moran Financial Advisors | Southfield | MI | 06/2017 | 08/2017 |
| Michigan State University | East Lansing | MI | 03/2016 | 10/2017 |
| Michigan State University | East Lansing | MI | 08/2014 | 05/2018 |
| Mariner Wealth Advisors | Bloomfield Hills | MI | 06/2022 | 07/2024 |
| Emerson Wealth | Bloomfield Hills | MI | 04/2022 | 05/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 08/2024 | Present |
Name: Rental Property Investment-Related: No Address: Private Residence Nature: rental property Position/Title: owner Start: July 24, 2023 Hours/Month: 3 Hours during Market Hours: 3 Duties: manage rentals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-26 |
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