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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Grand Rapids | MI | 08/2022 | Present |
| Na | Portage | MI | 05/2022 | 08/2022 |
| Michigan State University | East Lansing | MI | 08/2021 | 05/2022 |
| Plante Moran Financial Advisors | Grand Rapids | MI | 06/2021 | 08/2021 |
| Na | Portage | MI | 10/2020 | 05/2021 |
| Michigan State University | East Lansing | MI | 08/2019 | 03/2020 |
| Latitude 42 Brewing Co. | Portage | MI | 05/2019 | 08/2019 |
| Na | Portage | MI | 08/2018 | 05/2019 |
| Latitude 42 Brewing Co. | Portage | MI | 06/2018 | 08/2018 |
| Cove Lakeside Bistro | Portage | MI | 07/2017 | 05/2018 |
| Michigan State University | East Lansing | MI | 08/2018 | 05/2022 |
| Portage Central High School | Portage | MI | 09/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-13 |
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