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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-30 |
Branch Locations
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
1249 Griswold St. Suite 201, Detroit, MI 48226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 05/2023 | 11/2024 |
| Plante Moran | Southfield | MI | 01/2020 | 04/2023 |
| Clayton & Mckervey | Southfield | MI | 06/2018 | 08/2018 |
| Plante Moran | Southfield | MI | 01/2018 | 04/2018 |
| Blvd Suites Corp. Housing | Oak Park | MI | 05/2017 | 08/2017 |
| Albion College | Albion | MI | 08/2015 | 12/2018 |
| N/A | Trenton | MI | 01/2019 | 12/2019 |
| Rehmann | Detroit | MI | 12/2024 | Present |
Rehmann; Investment-related: No; Address: 1249 Griswold St., Suite 201, Detroit, MI 48226; Position: Senior Associate; Start Date - 12/24; Hours per month: 160; Securities Hours per month: 130; Duties: Accounting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-12 |
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