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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED_RES | 2025-09-17 |
| CA | RA | APPROVED | 2025-04-18 |
| IL | RA | APPROVED | 2025-02-04 |
| KY | RA | APPROVED | 2024-06-11 |
| FL | RA | APPROVED | 2024-06-07 |
| NC | RA | APPROVED | 2024-06-04 |
| SC | RA | APPROVED | 2023-08-08 |
| MI | RA | APPROVED | 2023-05-18 |
| OH | RA | APPROVED | 2019-07-30 |
Branch Locations
36 West Main Street, Centerburg, OH 43011 • United States
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Boston | MA | 09/2002 | 06/2017 |
| Strategic Advisers | Philadelphia | PA | 09/2002 | 06/2017 |
| The Huntington National Bank | Mount Vernon | OH | 10/2017 | 06/2019 |
| The Huntington Investment Company | Columbus | OH | 01/2018 | 06/2019 |
| Unemployed | Mount Vernon | OH | 06/2017 | 10/2017 |
| Cooper, Adel, Vu Financial | Centerberg | OH | 07/2019 | Present |
| Corecap Advisors, Llc | Southfield | MI | 07/2019 | Present |
| Corecap Investments, Llc | Southfield | MI | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-15 |
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