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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-27 |
| WI | RA | APPROVED | 2025-08-05 |
| MO | RA | APPROVED | 2025-01-21 |
| NC | RA | APPROVED | 2024-03-18 |
| NY | RA | APPROVED | 2024-02-21 |
| AL | RA | APPROVED | 2023-09-26 |
| OH | RA | APPROVED | 2023-03-16 |
| AZ | RA | APPROVED | 2023-02-13 |
| NV | RA | APPROVED | 2023-01-19 |
| SC | RA | APPROVED | 2023-01-11 |
| FL | RA | APPROVED | 2022-09-27 |
| PA | RA | APPROVED | 2022-09-23 |
| IN | RA | APPROVED | 2022-09-22 |
| TX | RA | APPROVED_RES | 2022-09-15 |
| HI | RA | APPROVED | 2022-09-13 |
| AR | RA | APPROVED | 2022-08-25 |
| KY | RA | APPROVED | 2022-08-22 |
| IL | RA | APPROVED | 2022-08-19 |
| CO | RA | APPROVED | 2022-08-17 |
| CA | RA | APPROVED | 2022-08-16 |
| MI | RA | APPROVED | 2022-08-16 |
| WA | RA | APPROVED | 2022-08-16 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
41000 Seven Mile Road Suite 105, Northville, MI 48167 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Okemos | MI | 06/2011 | 07/2017 |
| New York Life Insurance Co | Okemos | MI | 06/2011 | 07/2017 |
| Daly Merritt Financial Services, Inc | Northville | MI | 07/2012 | 06/2017 |
| Financial Strategies Group, Inc. | Northville | MI | 12/2013 | 07/2017 |
| Financial Strategies Group, Llc | Okemos | MI | 08/2017 | 08/2022 |
| Corecap Advisors, Llc | Southfield | MI | 08/2022 | Present |
| True North Advisors | Northville | MI | 08/2022 | Present |
True North Advisors; Insurance Agent; Insurance sales of other fixed business such as life insurance and annuity business); approx. 20 hours per month; approx. 20 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-21 |
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