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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-08 |
Branch Locations
4110 N. Scottsdale Road, Suite 170, Scottsdale, AZ 85251 • 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 |
|---|---|---|---|---|
| Pacific Advisors, Llc | Phoenix | AZ | 04/2024 | 06/2026 |
| Corecap Investments, Llc | Southfield | MI | 06/2026 | Present |
| Corecap Advisors, Llc | Southfield | MI | 06/2026 | Present |
| Gold Book Financial | Scottsdale | AZ | 09/2017 | 04/2024 |
| Diocese Of Phoenix | Gilbert | AZ | 06/2014 | 09/2017 |
| Rjp Estate Planning | Scootsdale | AZ | 06/2026 | Present |
*RJP Estate Planning; Insurance Agent; Insurance and annuity sales; approx. 160 hours per month; approx. 160 hours per month during trading hours; similar clientele *Sol Mates, LLC; Owner; Business Management of Youth Swim Club; approx. 5 hours per month; approx. 0 hours per trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-04 |
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