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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-23 |
Branch Locations
2601 Cambridge Ct. Suite 300, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Auburn Hills | MI | 08/2024 | Present |
| Plante Moran Financial Advisors | Auburn Hills | MI | 06/2023 | 08/2023 |
| J Wilson Wealth Management | Davison | MI | 04/2021 | 11/2022 |
| Rizzo Lawn Care | Rochester Hills | MI | 05/2023 | 06/2023 |
| Rizzo Lawn Care | Rochester Hills | MI | 05/2022 | 08/2022 |
| Rizzo Lawn Care | Rochester Hills | MI | 05/2021 | 08/2021 |
| Rizzo Lawn Care | Rochester Hills | MI | 05/2020 | 08/2020 |
| The Ohio State University | Columbus | OH | 08/2020 | 05/2024 |
| Lake Orion High School | Lake Orion | MI | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-23 |
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