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Cartier Mary Zori

Plante Moran Financial Advisors

Detroit, MI

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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 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

1098 Woodward Ave., Detroit, MI 48322 • 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 Detroit MI 04/2022 Present
Plante Moran Southfield MI 08/2017 03/2022
Phoenix Advisors, Llc East Lansing MI 05/2016 07/2017
  • 04/2022 → Present
    Plante Moran Financial Advisors
    Detroit, MI
  • 08/2017 → 03/2022
    Plante Moran
    Southfield, MI
  • 05/2016 → 07/2017
    Phoenix Advisors, Llc
    East Lansing, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-07
  • S65 Uniform Investment Adviser Law Examination
    2022-07-07

View on SEC IAPD

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Other Investors

James Michael Morris
LASHAE MAURICE MCMILLAN
Jesse Dean Grutz
Chae Hui Kyle
RANDALL J. CASHMORE
JENNIFER OLANO RAMOS
Alan Lee Crouse
Jason Rindskopf

Other Offices

ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. · DETROIT, MI
ASSEMBLY VENTURES MANAGEMENT, LLC · DETROIT, MI
DETROIT VENTURE PARTNERS LP · DETROIT, MI
ASSEMBLY VENTURES SELECT MANAGEMENT, LLC · DETROIT, MI
SIGNAL ADVISORS WEALTH, LLC · DETROIT, MI
THE HUNTINGTON INVESTMENT COMPANY · Detroit, MI
M HOLDINGS SECURITIES, INC. · Detroit, MI
UBS FINANCIAL SERVICES INC. · Detriot, MI

More in Detroit, MI

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