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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-28 |
| MI | RA | APPROVED | 2025-01-06 |
Branch Locations
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
1500 W. Big Beaver Rd. 2Nd Floor, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 02/2013 | 05/2021 |
| Plante Moran Insurance Agency | Southfield | MI | 07/2013 | 05/2021 |
| Greenleaf Trust | Birmingham | MI | 06/2021 | 02/2022 |
| Clarfeld Financial Advisors, Llc | Tarrytown | NY | 02/2022 | 11/2022 |
| Citizens Bank | Southfield | MI | 02/2022 | 11/2022 |
| Rehmann Financial | Troy | MI | 11/2022 | Present |
1. REHMANN CAPITAL ADVISORY GROUP; INVESTMENT-RELATED: YES; ADDRESS: 1500 W. BIG BEAVER RD., 2ND FLOOR, TROY, MI, 48084; NATURE: RIA; POSITION; FINANCIAL ADVISOR; START DATE: 11/7/2022; HRS PER MONTH; 160; SECURITIES HRS PER MONTH: 160 2. REHMANN FINANCIAL NETWORK, LLD; INVESTMENT-REALTED: YES; ADDRESS: 1500 W. BIG BEAVER RD., 2ND FLOOR, TROY, MI 48084; NATURE: LLC; POSITION; REGISTERED REP; START DATE: 11/7/2022; HRS PER MONTH: 160; SECURITIES HRS PER MONTH: 160 3. REHMANN INSURANCE GROUP, LLC; INVESTMENT-REALTED: YES; ADDRESS: 1500 W. BIG BEAVER RD., 2ND FLOOR, TROY, MI 48084; NATURE: LLC; POSITION; LICENSED PRODUCER; START DATE: 11/7/2022; HRS PER MONTH: 40; SECURITIES HRS PER MONTH: 40
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-26 |
| S66 | Uniform Combined State Law Examination | 2008-07-28 |
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