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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-08 |
Branch Locations
10 S Riverside Plaza 9Th Floor, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Chicago | IL | 08/2024 | Present |
| Biggby Coffee Co. | Okemos | MI | 11/2022 | 06/2024 |
| Huron Capital | Detroit | MI | 06/2023 | 08/2023 |
| Loomis Sayles | Bloomfield Hills | MI | 06/2022 | 08/2022 |
| Shipt | Jackson | MI | 03/2021 | 08/2021 |
| Klavons Pizzeria & Pub | Jackson | MI | 06/2018 | 07/2020 |
| Ihop | Jackson | MI | 04/2018 | 06/2018 |
| Michigan State University | East Lansing | MI | 08/2020 | 04/2024 |
| Jackson High School | Jackson | MI | 08/2016 | 05/2020 |
| Parkside Middle School | Jackson | MI | 09/2013 | 06/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-08 |
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