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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-19 |
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 | 08/2025 | Present |
| Jackson National | East Lansing | MI | 09/2024 | 05/2025 |
| Plante Moran Financial Advisors | Southfield | MI | 06/2024 | 08/2024 |
| Jackson National | East Lansing | MI | 09/2023 | 05/2024 |
| Alta Marketing | Charlotte | NC | 05/2023 | 08/2023 |
| Jackson National | East Lansing | MI | 10/2022 | 04/2023 |
| Thumper Pond Resort | Ottertail | MN | 06/2022 | 08/2022 |
| Primerica | East Lansing | MI | 01/2022 | 03/2022 |
| Michigan State University | East Lansing | MI | 09/2021 | 05/2025 |
| Mnsrc | Lakeville | MN | 04/2021 | 08/2021 |
| Cleaning Services | Lakeville | MN | 03/2021 | 08/2021 |
| Lakeville South High School | Lakeville | MN | 09/2017 | 06/2021 |
| Renwood Trail Middle School | Lakeville | MN | 09/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-21 |
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