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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-04 |
| OH | RA | APPROVED | 2025-08-01 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • 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 |
|---|---|---|---|---|
| Capital Choice Financial Services | Flossmoor | IL | 05/2014 | Present |
| Battelle | Flossmoor | IL | 06/2020 | 04/2021 |
| Corecap Advisors, Llc | Southfield | MI | 06/2021 | 12/2023 |
| Corecap Investments, Llc | Southfield | MI | 05/2025 | Present |
| Corecap Advisors, Llc | Southfield | MI | 07/2025 | Present |
*Capital Choice Financial Services dba Thompson Financial; Regional Marketing Director; Life insurance and fixed indexed annuity sales; approx. 120 hours per month; similar clientele; *Ncrease Financial Services; Tax Preparer; Prepare taxes and research tax letters; approx. 20 hours per month; approx. 20 hours per month during trading hours;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 2021-04-02 |
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