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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-08-27 |
| FL | RA | APPROVED | 2024-09-25 |
| CA | RA | APPROVED | 2024-08-20 |
| CO | RA | APPROVED | 2024-08-20 |
| IL | RA | APPROVED | 2024-08-20 |
| MI | RA | APPROVED | 2024-08-20 |
| NY | RA | APPROVED | 2024-08-20 |
| NC | RA | APPROVED | 2024-08-20 |
| OH | RA | APPROVED | 2024-08-20 |
| SC | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED | 2024-08-20 |
Branch Locations
24359 Northwestern Hwy, Suite 225, Southfield, MI 48075 • United States
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Southfield | MI | 11/2005 | 07/2024 |
| Charles Schwab Bank Ssb | Southfield | MI | 11/2005 | Present |
| Corecap Advisors, Llc | Southfield | MI | 08/2024 | Present |
| Cornerstone Financial Services | Southfield | MI | 08/2024 | Present |
*CCP, LLC dba Cornerstone Financial Services; Agent/Financial Advisor; insurance, fixed annuities, and fixed index annuity sales; approx. 10 hours per month; approx. 10 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2001-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-11 |
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