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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED_RES | 2023-04-24 |
| IL | RA | APPROVED | 2017-10-26 |
Branch Locations
10 S Riverside Plaza 9Th Floor, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Chicago | IL | 01/2017 | 06/2020 |
| Plante Moran | Chicago | IL | 03/2011 | 12/2016 |
| Plante Moran Financial Advisors | Chicago | IL | 07/2020 | 06/2022 |
| Plante Moran Financial Advisors | Chicago | IL | 07/2022 | Present |
| Plante & Moran, Pllc | Chicago | IL | 07/2026 | Present |
Partner - Plante & Moran, PLLC. Not investment related, 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-26 |
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