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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-04
MI RA APPROVED 2014-01-31
  • TX RA
    APPROVED
    Since 2024-01-04
  • MI RA
    APPROVED
    Since 2014-01-31

Branch Locations

19176 Hall Rd. #300, Clinton Twp., MI 48038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plante Moran Financial Advisors Troy MI 06/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-30
  • S65 Uniform Investment Adviser Law Examination
    2014-01-30
Designations

View on SEC IAPD

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