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3150 Livernois Rd. Suite 175, Troy, MI 48083 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-07 |
| NC | RA | APPROVED | 2022-03-16 |
Branch Locations
3150 Livernois Rd. Suite 175, Troy, MI 48083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 08/2015 | Present |
| Taylor & Morgan Asset Managemen | Flint | MI | 03/2022 | Present |
| Taylor Capital Llc | Flint | MI | 12/2022 | Present |
1) Taylor Capital, LLC; Investment related: Yes; Location: 2302 Stonebridge Drive, Bldg. D Flint MI 48532 United States; Description: Taylor Capital, LLC is the general partner of the Dormie Private Real Estate Fund. This fund launched in October of 2022. ; Position Title: Consultant; Responsibilities Duties: investment analysis and compliance overview ; Start date: 2022-12-31; Hours per month during trading hours: 20; Hours per month outside trading hours: 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-24 |
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