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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bryn Mawr Country Club | Lincolnwood | IL | 05/2025 | 08/2025 |
| Plante Moran Financial Advisors | Chicago | IL | 06/2024 | 08/2024 |
| Plante Moran Financial Advisors | Chicago | IL | 08/2025 | Present |
| University Of Illinois Urbana - Champaign | Champaign | IL | 08/2021 | 05/2025 |
| Notre Dame College Prep | Niles | IL | 08/2017 | 05/2021 |
| Bryn Mawr Country Club | Lincolnwood | IL | 05/2024 | 08/2024 |
| Bryn Mawr Country Club | Lincolnwood | IL | 05/2023 | 08/2023 |
| Bryn Mawr Country Club | Lincolnwood | IL | 05/2022 | 08/2022 |
| Bryn Mawr Country Club | Lincolnwood | IL | 05/2021 | 08/2021 |
| Bryn Mawr Country Club | Lincolnwood | IL | 05/2020 | 08/2020 |
| Bryn Mawr Country Club | Lincolnwood | IL | 05/2019 | 08/2019 |
| Bryn Mawr Country Club | Lincolnwood | IL | 05/2018 | 08/2018 |
| Bryn Mawr Country Club | Lincolnwood | IL | 05/2017 | 08/2017 |
| None | Chicago | IL | 09/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-25 |
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