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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-03-30 |
| MT | RA | APPROVED | 2026-03-13 |
| VA | RA | APPROVED | 2025-04-30 |
| CA | RA | APPROVED | 2025-01-03 |
| NV | RA | APPROVED | 2024-10-22 |
| FL | RA | APPROVED | 2024-05-15 |
| NY | RA | APPROVED | 2022-03-09 |
| TX | RA | APPROVED_RES | 2017-08-11 |
| MI | RA | APPROVED | 2017-01-24 |
| MN | RA | APPROVED | 2017-01-22 |
| IN | RA | APPROVED | 2017-01-19 |
| OH | RA | APPROVED | 2017-01-19 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
9765 Randall Drive Suite A, Indianapolis, IN 46280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Indianapolis | IN | 12/2002 | Present |
| Park Avenue Securities | Indianapolis | IN | 12/2002 | 01/2017 |
| Corecap Investments | Southfield | MI | 01/2017 | Present |
| Corecap Advisors | Southfield | MI | 01/2017 | Present |
*Solomon Financial; Co-Owner; Insurance sales and financial planning; approx. 10 hours per months month; similar clientele *G Properties, LLC; Owner; Real Estate/Rental Properties; Approx. 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-01 |
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