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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-14 |
Branch Locations
3000 Town Center Suite 100, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 08/2024 | Present |
| Plante Moran Financial Advisors | Southfield | MI | 06/2023 | 08/2023 |
| Kellogg Company | Battle Creek | MI | 06/2022 | 08/2022 |
| Plante Moran | Southfield | MI | 06/2021 | 07/2021 |
| City Of Novi | Novi | MI | 09/2018 | 01/2020 |
| Michigan State University | East Lansing | MI | 08/2020 | 04/2024 |
| Novi High School | Novi | MI | 08/2016 | 05/2020 |
| None | Novi | MI | 04/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-13 |
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