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Current Employers
Plante Moran Real Estate Investment Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-02-13
  • CO RA
    APPROVED
    Since 2023-02-13

Branch Locations

8181 E Tufts Ave. Suite 600, Denver, CO 80237 • 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 Real Estate Investment Advisors, Llc Denver CO 06/2017 Present
Brixmor Property Group New York NY 05/2015 06/2017
  • 06/2017 → Present
    Plante Moran Real Estate Investment Advisors, Llc
    Denver, CO
  • 05/2015 → 06/2017
    Brixmor Property Group
    New York, NY
Other Businesses

DIN Fund II, LLC. Small investment as a limited partner made in June 2012. No specific duties or responsibilities other than a limited partner in the investment. 0 hours per month spent on investment during trading or non-trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-20
  • S65 Uniform Investment Adviser Law Examination
    2023-01-20
Other Names
  • Zack Otte
  • Zach Otte

View on SEC IAPD

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