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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-04-01 |
Branch Locations
2601 Cambridge Ct. Suite 300, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Auburn Hills | MI | 08/2020 | Present |
| Upright Health & Wellness, Inc. | Rochester | MI | 07/2017 | Present |
| Self Employed | Lake Orion | MI | 08/2019 | 07/2020 |
| Doeren Mayhew | Troy | MI | 09/2018 | 05/2019 |
| Mattina, Kent & Gibbons, Pc | Rochester | MI | 10/2016 | 06/2017 |
| Marquis Crown & Bridge | Lapeer | MI | 10/2013 | 12/2016 |
| Levy Restaurants | Auburn Hills | MI | 10/2015 | 04/2017 |
Upright Health & Wellness Inc. 333 Linwood, Rochester, MI 48367; Operations Manager. Not investment related. 1 hour per month logged in from home to process payroll.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-01 |
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