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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-27 |
| WA | RA | APPROVED | 2025-01-09 |
| OH | RA | APPROVED | 2020-10-07 |
| TX | RA | APPROVED_RES | 2020-07-14 |
| NJ | RA | APPROVED | 2016-11-29 |
| AZ | RA | APPROVED | 2016-09-21 |
| IL | RA | APPROVED | 2016-09-16 |
| CA | RA | APPROVED | 2016-09-14 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
9170 E Bahia Drive, Suite 103C, Scottsdale, AZ 85260 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc | Scottsdale | AZ | 09/2014 | 09/2016 |
| Ssn Advisory, Inc | Scottsdale | AZ | 09/2014 | 09/2016 |
| Conners Wealth Management, Inc | Scottsdale | AZ | 09/2014 | Present |
| Corecap Investments, Llc | Southfield | MI | 09/2016 | Present |
| Corecap Advisors, Llc | Southfield | MI | 09/2016 | Present |
* CONNERS WEALTH MANAGEMENT - 9170 EAST BAHIA DR, SUITE 103C, SCOTTSDALE, AZ 85260 - 12/2012 START DATE - NIR - LIFE INSURANCE, INDEXED ANNUITIES, LONG TERM CARE INSURANCE, MEDICARE SUPPLEMENTS - INSURANCE SALES - CORPORATION - approx. 60 HRS/MO TRADING * Legacy Life; selling mortgage protection insurance, final expense life insurance; approx. 20 hours per month; *Digital BGA; Digital Senior Benefits; Sales; Helping those less fortunate with basic life insurance; approx. 10 hours per month; approx. 0 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-01 |
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