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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED | 2024-04-01 |
| MI | RA | APPROVED | 2017-04-24 |
Branch Locations
3000 Town Center Suite 100, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 01/2017 | Present |
| Michigan State University | East Lansing | MI | 10/2015 | 12/2016 |
| Michigan State University | East Lansing | MI | 06/2016 | 12/2016 |
| Michigan State University | East Lansing | MI | 08/2013 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-22 |
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