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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-13 |
Branch Locations
1000 Oakbrook Dr. Suite 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 | 08/2025 | Present |
| Harper's Brewpub And Restaurant | East Lansing | MI | 10/2022 | Present |
| Ameriprise Financial Advisors | Okemos | MI | 08/2024 | 01/2025 |
| Azimuth Capital Management | Bloomfield Hills | MI | 05/2024 | 08/2024 |
| El Azteco | East Lansing | MI | 07/2023 | 10/2023 |
| Evereve | Birmingham | MI | 01/2021 | 03/2023 |
| Michigan State University | East Lansing | MI | 08/2021 | 05/2025 |
| Seaholm High School | Birmingham | MI | 08/2017 | 05/2021 |
| Derby Middle School | Birmingham | MI | 01/2015 | 08/2017 |
Harper's Brewpub and Restaurant, Not investment related. 131 Albert Ave., East Lansing, MI 48823 DJ as of 10/2022. 5 hours per month, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-12 |
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