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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 2026-08-20
  • MI RA
    APPROVED
    Since 2026-08-20

Branch Locations

19176 Hall Rd. Suite 300, Clinton Twp., MI 48038 • 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 Macomb MI 08/2026 Present
Plante Moran Financial Advisors Macomb MI 05/2025 08/2025
Ally Financial Detroit MI 05/2024 08/2024
Toyoda Gosei Troy MI 05/2023 05/2024
Kumon Sterling Heights MI 02/2018 05/2018
Plante Moran East Lansing MI 08/2025 11/2025
Breslin Center East Lansing MI 01/2023 04/2023
Dakota High School Macomb MI 08/2018 05/2022
Seneca Middle School Macomb MI 08/2016 08/2018
Michigan State University East Lansing MI 08/2022 05/2026
  • 08/2026 → Present
    Macomb, MI
  • 05/2025 → 08/2025
    Macomb, MI
  • 05/2024 → 08/2024
    Ally Financial
    Detroit, MI
  • 05/2023 → 05/2024
    Toyoda Gosei
    Troy, MI
  • 02/2018 → 05/2018
    Kumon
    Sterling Heights, MI
  • 08/2025 → 11/2025
    Plante Moran
    East Lansing, MI
  • 01/2023 → 04/2023
    Breslin Center
    East Lansing, MI
  • 08/2018 → 05/2022
    Dakota High School
    Macomb, MI
  • 08/2016 → 08/2018
    Seneca Middle School
    Macomb, MI
  • 08/2022 → 05/2026
    Michigan State University
    East Lansing, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-23
  • S65 Uniform Investment Adviser Law Examination
    2026-03-23

View on SEC IAPD

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