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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-07 |
Branch Locations
10 S. Wacker Dr. Suite 3100, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Grand Rapids | MI | 08/2023 | 08/2025 |
| Michigan State University | East Lansing | MI | 08/2018 | 05/2023 |
| Lansing Christian School | Lansing | MI | 01/2014 | 08/2018 |
| Corient | Chicago | IL | 08/2025 | Present |
| Corient Services Llc | Miami | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-25 |
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