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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-23
  • OH RA
    APPROVED
    Since 2026-02-23

Branch Locations

995 Yard St. Suite 450, Grandview Heights, OH 43212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2025 → Present
    Columbus, OH
  • 08/2024 → 12/2025
    Plante Moran
    Columbus, OH
  • 08/2020 → 05/2024
    Miami University (Oh)
    Oxford, OH
  • 06/2023 → 08/2023
    Plante Moran
    Columbus, OH
  • 06/2022 → 08/2022
    Hartzell Air Movement
    Piqua, OH
  • 12/2021 → 01/2022
    Airstream
    Jackson Center, OH
  • 06/2021 → 08/2021
    Airstream
    Jackson Center, OH
  • 05/2020 → 08/2020
    Jason Weigandt Landscape Company
    Sidney, OH
  • 08/2016 → 05/2020
    Lehman Catholic High School
    Sidney, OH
  • 05/2019 → 08/2019
    Jason Weigandt Landscaping Company
    Sidney, OH
  • 05/2018 → 08/2018
    Jason Weigandt Landscape Company
    Sidney, OH
  • 05/2017 → 08/2017
    N/A
    Sidney, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-11
S63 Uniform Securities Agent State Law Examination 2025-08-01
  • S65 Uniform Investment Adviser Law Examination
    2025-10-11
  • S63 Uniform Securities Agent State Law Examination
    2025-08-01

View on SEC IAPD

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