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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-11 |
Branch Locations
634 Front Ave. Nw Suite 300, Grand Rapids, MI 49504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Grand Rapids | MI | 08/2025 | Present |
| Fruition Acai & Juice Bar | Grand Rapids | MI | 10/2024 | 12/2024 |
| Plante Moran Financial Advisors | Grand Rapids | MI | 06/2024 | 08/2024 |
| Fruition Acai & Juice Bar | Grand Rapids | MI | 03/2024 | 06/2024 |
| Anthropologie | Grand Rapids | MI | 01/2024 | 02/2024 |
| Mercantile Bank | Grand Rapids/Lansing | MI | 05/2023 | 12/2023 |
| Vitales | Hudsonville | MI | 08/2022 | 05/2023 |
| Affagatos | Allendale | MI | 09/2022 | 11/2022 |
| Buddies Pub & Grill | Holt | MI | 05/2019 | 05/2023 |
| Grand Valley State University | Grand Rapids | MI | 08/2021 | 04/2025 |
| Lansing Christian School | Lansing | MI | 08/2016 | 08/2021 |
| Unemployed | Grand Rapids | MI | 04/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-09 |
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