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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-14 |
| MI | RA | APPROVED | 2010-05-21 |
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, Llc | Auburn Hills | MI | 08/2009 | Present |
| P&M Holding Group, Llp | Southfield | MI | 07/2022 | Present |
P&M Holding Group, LLP - Partner. 0 Hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-05 |
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