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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-08 |
| TN | RA | APPROVED | 2019-04-30 |
| MI | RA | APPROVED | 2017-08-11 |
Branch Locations
2950 S State St Suite 250, Ann Arbor, MI 48104 • United States
39775 Traditions Drive Suite D-800, Northville, MI 48168 • United States
12 Cadillac Drive Suite 450, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Portage | MI | 08/2015 | 08/2017 |
| Financial Engines Advisors L.L.C. | Northville | MI | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-16 |
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