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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-07 |
Branch Locations
1500 W. Big Beaver Rd., 2Nd Floor, Troy, MI 48084 • United States
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Auburn Hills | MI | 09/2021 | 04/2025 |
| Plante Moran | Auburn Hills | MI | 08/2017 | 09/2021 |
| Michigan Ross School Of Business | Ann Arbor | MI | 08/2016 | 05/2017 |
| Rehmann Wealth | Troy | MI | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-10 |
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