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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-04-01
  • MI RA
    APPROVED
    Since 2022-04-01

Branch Locations

2601 Cambridge Ct. Suite 300, Auburn Hills, MI 48326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2020 → Present
    Auburn Hills, MI
  • 07/2017 → Present
    Upright Health & Wellness, Inc.
    Rochester, MI
  • 08/2019 → 07/2020
    Self Employed
    Lake Orion, MI
  • 09/2018 → 05/2019
    Doeren Mayhew
    Troy, MI
  • 10/2016 → 06/2017
    Mattina, Kent & Gibbons, Pc
    Rochester, MI
  • 10/2013 → 12/2016
    Marquis Crown & Bridge
    Lapeer, MI
  • 10/2015 → 04/2017
    Levy Restaurants
    Auburn Hills, MI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-01
  • S65 Uniform Investment Adviser Law Examination
    2022-04-01
Designations
Other Names
  • Brittany Joy Charnley

View on SEC IAPD

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