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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-23 |
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 | 12/2025 | Present |
| Plante Moran | Columbus | OH | 08/2024 | 12/2025 |
| Miami University (Oh) | Oxford | OH | 08/2020 | 05/2024 |
| Plante Moran | Columbus | OH | 06/2023 | 08/2023 |
| Hartzell Air Movement | Piqua | OH | 06/2022 | 08/2022 |
| Airstream | Jackson Center | OH | 12/2021 | 01/2022 |
| Airstream | Jackson Center | OH | 06/2021 | 08/2021 |
| Jason Weigandt Landscape Company | Sidney | OH | 05/2020 | 08/2020 |
| Lehman Catholic High School | Sidney | OH | 08/2016 | 05/2020 |
| Jason Weigandt Landscaping Company | Sidney | OH | 05/2019 | 08/2019 |
| Jason Weigandt Landscape Company | Sidney | OH | 05/2018 | 08/2018 |
| N/A | Sidney | OH | 05/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
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