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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Denver | CO | 04/2023 | Present |
| N/A | Denver | CO | 11/2022 | 04/2023 |
| Bear Dance Golf Course | Larkspur | CO | 08/2022 | 11/2022 |
| Southern Methodist University | Cherry Hills Village | TX | 08/2021 | 05/2022 |
| Plante Moran Financial Advisors | Denver | CO | 06/2021 | 08/2021 |
| Pie Tap Pizza Workshop & Bar | Dallas | TX | 02/2021 | 05/2021 |
| Amazing Moves Moving & Storage | Denver | CO | 05/2019 | 08/2020 |
| Elways Steakhouse | Denver | CO | 05/2019 | 01/2020 |
| Vail Resorts | Vail | CO | 12/2018 | 01/2020 |
| Village Club | Cherry Hills Village | CO | 05/2015 | 08/2018 |
| Southern Methodist University | Dallas | TX | 08/2018 | 05/2022 |
| Cherry Creek High School | Greenwood Village | CO | 08/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-15 |
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