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Advisor at REHMANN WEALTH
LANSING, MI | Troy, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| REHMANN WEALTH | Independent wealth | May 7, 2025 | n/a | yes | Troy, MI|LANSING, MI | Current employment |
| PLANTE MORAN FINANCIAL ADVISORS | Independent wealth | Dec 10, 2021 | Apr 28, 2025 | no | Auburn Hills, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PLANTE MORAN FINANCIAL ADVISORS | REHMANN WEALTH | Apr 28, 2025 | May 7, 2025 | 9 | Firm change | RIA to RIA |