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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-27 |
| AL | RA | APPROVED | 2021-07-20 |
| NV | RA | APPROVED | 2021-04-23 |
| WA | RA | APPROVED | 2018-08-17 |
| OR | RA | APPROVED | 2018-06-06 |
| WI | RA | APPROVED | 2018-04-09 |
| AZ | RA | APPROVED | 2016-07-11 |
| MN | RA | APPROVED | 2016-06-27 |
| MI | RA | APPROVED | 2016-06-22 |
| PA | RA | APPROVED | 2016-06-22 |
| MT | RA | APPROVED | 2016-06-21 |
| CA | RA | APPROVED | 2016-06-20 |
| TX | RA | APPROVED | 2016-06-20 |
Branch Locations
6125 Marias Street, Missoula, MT 59803 • 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 |
|---|---|---|---|---|
| Corecap Investments, Llc | Southfield | MI | 06/2016 | Present |
| Corecap Advisors, Llc | Southfield | MI | 06/2016 | Present |
| Cornerstone Financial Services, Llc | Southfield | MI | 06/2016 | Present |
Cornerstone Financial Services; Senior Partner; Insurance & Annuity Sales; Approx. 40 hours per week; Approx. 40 hours per week during trading hours; Similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-16 |
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