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3496 E Lake Lansing Road Suite 120, East Lansing, MI 48823 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2024-10-24 |
Branch Locations
3496 E Lake Lansing Road Suite 120, East Lansing, MI 48823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Portage | MI | 01/2014 | 03/2017 |
| Plante Moran Financial Advisors | East Lansing | MI | 04/2017 | 11/2019 |
| Cg Advisory Services | Haslett | MI | 01/2020 | 11/2023 |
| Aspire Wealth | Caledonia | MI | 12/2023 | 08/2024 |
| Drivenwealth, Llc | East Lansing | MI | 08/2024 | Present |
Hometown Childcare Center, located at 7200 Woodbury Dr., Lagingsburg, MI 48848. Not investment related. 50% owner with spouse, however do not receive compensation or materially participate in the day to day operations. 0 hours monthly spent during trading hours, less than 5 hours monthly spent during non trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-12 |
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