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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-08-25 |
Branch Locations
3000 Town Center, Suite 2650, Southfield, MI 48075 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Services | Southfield | MI | 01/1999 | 08/2020 |
| Plante & Moran Pllc | Southfield | MI | 01/1999 | 08/2020 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 08/2020 | Present |
Name: Walnut Creek Country Club Investment-Related: No. Address: South Lyon, Michigan Nature: country club Position/Title: Treasurer Start: 12/06/21 Hours/Month: 8 Hours during Market Hours: 5 Duties: finance committee meetings, report to board
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-07 |
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