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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-21 |
| CO | RA | APPROVED | 2019-01-03 |
Branch Locations
8181 East Tufts Ave Suite 600, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 06/2016 | Present |
| P&M Holding Group | Southfield | MI | 07/2025 | Present |
Partner, PM Holding Group, LLP. Not investment related, 0 hours per month trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-26 |
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