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Matthew James Mcevily

Plante Moran Financial Advisors

Grandview Heights, OH

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Current Employers
Plante Moran Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-05-30
  • OH RA
    APPROVED
    Since 2017-05-30

Branch Locations

995 Yard St. Suite 450, Grandview Heights, OH 43212 • 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 Columbus OH 08/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-30
  • S65 Uniform Investment Adviser Law Examination
    2017-05-30
Designations
Other Names
  • James Mcevily Matthew

View on SEC IAPD

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