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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-24 |
Branch Locations
555 Briarwood Circle Suite 300, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsh College | Troy | MI | 07/2014 | 12/2017 |
| Mitsubishi Electric Automotive America | Northville | MI | 05/2017 | 07/2018 |
| Yeo & Yeo | Ann Arbor | MI | 08/2018 | 12/2018 |
| Uhy | Farmington Hills | MI | 01/2019 | 08/2022 |
| Rehmann | Ann Arbor | MI | 10/2022 | Present |
1. REHMANN CAPITAL ADVISORY GROUP; INVESTMENT-RELATED: YES; ADDRESS: 555 Briarwood Circle, Suite 300, Ann Arbor, MI 48108; NATURE: LLC; POSITION: FINANCIAL ADVISOR; START DATE: 1/2023; HRS PER MONTH: 160; SECURITIES HRS PER MONTH: 160; DUTIES: WORKING AS PART OF AN ADVISOR TEAM TO ASSIST CLIENTS IN MEETING THEIR FINANCIAL GOALS 2. REHMANN FINANCIAL NETWORK, LLC; INVESTMENT-RELATED: YES; ADDRESS: 555 Briarwood Circle, Suite 300, Ann Arbor, MI 48108; NATURE: LLC; POSITION: REGISTERED REP; START DATE: 1/2023; HRS PER MONTH: 160; SECURITIES HRS PER MONTH: 160; DUTIES: WORKING AS PART OF AN ADVISOR TEAM TO ASSIST CLIENTS IN MEETING THEIR FINANCIAL GOALS 3. REHMANN INSURANCE GROUP, LLC INVESTMENT-RELATED: YES; ADDRESS: 555 Briarwood Circle, Suite 300, Ann Arbor, MI 48108; NATURE: LLC; POSITION: LICENSED PRODUCER; START DATE: 5/2024; HRS PER MONTH: 10; SECURITIES HRS PER MONTH: 10; DUTIES: WORKING AS PART OF AN ADVISOR TEAM TO ASSIST CLIENTS IN MEETING THEIR FINANCIAL GOALS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-02 |
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