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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-12 |
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 | 08/2024 | Present |
| Plante Moran Financial Advisors | Ann Arbor | MI | 06/2023 | 08/2023 |
| Cincytech | Cincinnati | OH | 09/2022 | 05/2023 |
| Pine Lake Capital | Bloomfield Hills | MI | 05/2022 | 07/2022 |
| Heeney-Sundquist Funeral Home | Farmington | MI | 11/2017 | 01/2022 |
| Miami University | Oxford | OH | 08/2020 | 05/2024 |
| Detroit Catholic Central High School | Novi | MI | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-11 |
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