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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-19 |
Branch Locations
995 Yard St. Suite 450, Grandview Heights, OH 43212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Columbus | OH | 08/2025 | Present |
| Moraine Country Club | Kettering | OH | 06/2025 | 08/2025 |
| Armstrong Student Center | Oxford | OH | 01/2025 | 05/2025 |
| Miami University | Oxford | OH | 08/2021 | 05/2025 |
| Moraine Country Club | Kettering | OH | 05/2024 | 08/2024 |
| Moraine Country Club | Kettering | OH | 05/2023 | 08/2023 |
| Moraine Country Club | Kettering | OH | 05/2022 | 08/2022 |
| Moraine Country Club | Kettering | OH | 05/2021 | 08/2021 |
| Kettering Fairmont High School | Kettering | OH | 08/2017 | 05/2021 |
| Moraine Country Club | Kettering | OH | 05/2020 | 08/2020 |
| Moraine Country Club | Kettering | OH | 05/2019 | 08/2019 |
| Van Buren Middle School | Kettering | OH | 02/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-28 |
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