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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-12 |
Branch Locations
10 S Riverside Plaza 7Th 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 | 12/2024 | Present |
| Forum Health | Lisle | IL | 07/2023 | 10/2024 |
| Indiana University | Bloomington | IN | 08/2019 | 05/2023 |
| Forum Health | Flint | MI | 06/2022 | 07/2022 |
| Skypoint Ventures | Flint | MI | 06/2021 | 07/2021 |
| Skypoint Ventures | Flint | MI | 06/2020 | 07/2020 |
| Skypoint Ventures | Flint | MI | 06/2019 | 07/2019 |
| Fenton High School | Fenton | MI | 09/2014 | 06/2019 |
| Skypoint Ventures | Flint | MI | 06/2018 | 07/2018 |
| Skypoint Ventures | Flint | MI | 06/2017 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-10 |
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