at


Investment Adviser Firm Summary

PLANTE MORAN FINANCIAL ADVISORS, LLC (CRD# 112158 / SEC# 801-44058)
Alternate Names: PLANTE & MORAN FINANCIAL ADVISORS , PLANTE & MORAN FINANCIAL ADVISORS LTD PARTNERSHIP , PLANTE MORAN FINANCIAL ADIVSORS , PLANTE MORAN FINANCIAL ADVISORS , PLANTE MORAN FINANCIAL ADVISORS, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 06/03/1993

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 07/22/2011
Arizona 11/24/2008
California 03/12/1996
Colorado 09/23/2013
Connecticut 03/31/2017
Florida 01/02/1996
Georgia 09/28/2009
Illinois 06/14/2004
Indiana 01/04/2006
Kentucky 09/13/2010
Louisiana 09/25/2017
Maryland 03/11/2013
Massachusetts 11/15/2010
Michigan 11/20/2001
Minnesota 09/13/2010
Nebraska 01/16/2008
Nevada 01/04/2006
New Hampshire 09/25/2017
New Jersey 10/09/2009
New York 01/16/2008
North Carolina 11/24/2008
Ohio 01/15/2003
Oregon 09/23/2013
Pennsylvania 09/23/2013
South Carolina 01/06/2010
Tennessee 01/06/2010
Texas 01/16/2008
Virginia 01/04/2006
Washington 11/13/2009
Wisconsin 03/22/2010

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser