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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-28 |
| TX | RA | APPROVED | 2023-04-21 |
| MI | RA | APPROVED | 2010-02-09 |
| IL | RA | APPROVED | 2009-04-20 |
Branch Locations
2601 Cambridge Court Suite 300, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Auburn Hills | MI | 04/1999 | Present |
| Plante & Moran, Pllc | Southfield | MI | 07/2021 | Present |
Plante & Moran PLLC - Partner. Southfield, MI. Not investment related. 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-17 |
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