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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Chicago | IL | 10/2024 | Present |
| Deloitte | Detroit | MI | 10/2021 | 10/2024 |
| Wayne State University | Detroit | MI | 04/2020 | 10/2021 |
| Plante Moran | Southfield | MI | 01/2020 | 04/2020 |
| Wayne State University | Detroit | MI | 01/2015 | 01/2020 |
| Hantz Bank | Southfield | MI | 06/2018 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-08 |
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