Best Investors
Account
Sign in
Best Investors
Account
Sign in
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-10-09 |
| MN | RA | APPROVED | 2024-06-27 |
| NV | RA | APPROVED | 2023-10-19 |
| DE | RA | APPROVED | 2023-03-28 |
| NY | RA | APPROVED | 2022-03-09 |
| TX | RA | APPROVED_RES | 2022-01-19 |
| WA | RA | APPROVED | 2021-12-08 |
| LA | RA | APPROVED | 2021-01-07 |
| NC | RA | APPROVED | 2020-08-20 |
| CO | RA | APPROVED | 2020-06-25 |
| CT | RA | APPROVED | 2019-11-19 |
| PR | RA | APPROVED | 2019-08-19 |
| AZ | RA | APPROVED | 2019-04-26 |
| CA | RA | APPROVED | 2019-04-08 |
| OH | RA | APPROVED | 2019-02-21 |
| IN | RA | APPROVED | 2018-12-06 |
| VA | RA | APPROVED | 2018-11-28 |
| FL | RA | APPROVED | 2018-11-01 |
| IL | RA | APPROVED | 2018-02-23 |
| SC | RA | APPROVED | 2017-06-01 |
| MI | RA | APPROVED | 2013-03-28 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
30777 Telegraph Road, Franklin, MI 48025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Trac Financial | Franklin | MI | 01/2007 | Present |
| Corecap Advisors, Inc | Southfield | MI | 03/2013 | Present |
Wealth Trac Financial; Founder & President; Wealth Management services including financial planning; approx. 160 hours per month; same clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-22 |
Reach out to this advisor