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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-17 |
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 | 08/2025 | Present |
| None | Rochester Hills | MI | 05/2025 | 07/2025 |
| Oakland University | Rochester | MI | 09/2022 | 04/2025 |
| Plante Moran Financial Advisors | Auburn Hills | MI | 06/2024 | 08/2024 |
| Cummins-Meritor | Troy | MI | 06/2023 | 05/2024 |
| Panera Bread | Rochester Hills | MI | 05/2022 | 05/2023 |
| Rochester High School | Rochester Hills | MI | 09/2018 | 04/2022 |
| None | Rochester Hills | MI | 05/2018 | 08/2018 |
| West Middle School | Rochester Hills | MI | 09/2015 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-17 |
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