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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Detroit | MI | 08/2025 | Present |
| Plante Moran Financial Advisors | Detroit | MI | 05/2024 | 08/2024 |
| Morgan Stanley | Birmingham | MI | 01/2024 | 05/2024 |
| Morgan Stanley | Birmingham | MI | 05/2023 | 08/2023 |
| The University Of Detroit Mercy | Detroit | MI | 09/2022 | 06/2023 |
| Westlake Pipe & Fittings | Shelby Twp. | MI | 05/2022 | 08/2022 |
| Napco Pipe & Fittings | Shelby Twp. | MI | 06/2021 | 08/2021 |
| University Of Detroit Mercy | Detroit | MI | 09/2021 | 05/2025 |
| Eisenhower High School | Shelby Twp. | MI | 09/2018 | 05/2021 |
| Malow Junior High School | Shelby Twp. | MI | 09/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
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