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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-17 |
| DC | RA | APPROVED | 2025-09-08 |
| WA | RA | APPROVED | 2025-04-03 |
| UT | RA | APPROVED | 2024-07-08 |
| KY | RA | APPROVED | 2024-04-10 |
| SC | RA | APPROVED | 2023-12-13 |
| AZ | RA | APPROVED | 2022-12-06 |
| GA | RA | APPROVED | 2022-04-12 |
| MD | RA | APPROVED | 2021-10-04 |
| NC | RA | APPROVED | 2021-09-22 |
| OH | RA | APPROVED | 2021-04-15 |
| TX | RA | APPROVED | 2020-11-09 |
| FL | RA | APPROVED | 2020-09-10 |
| MI | RA | APPROVED | 2020-08-29 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Palm Harbor, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C R Myers & Associates | Southfield | MI | 07/2013 | 09/2019 |
| M Holdings Securities, Inc. | Portland | OR | 09/2019 | 08/2020 |
| The Row Group | Nashville | TN | 09/2019 | 08/2020 |
| Corecap Advisors | Southfield | MI | 08/2020 | Present |
| Corecap Investments | Southfield | MI | 08/2020 | Present |
| Labadie Financial | Cumming | GA | 09/2019 | Present |
1) M&O MARKETING/Labadie Financial; 27777 FRANKLIN ROAD, SUITE 700, SOUTHFIELD, MI 48034; 09/03/2019; PRODUCER; SALES OF FIAs; INVESTMENT RELATED; 20 HOURS/MONTH; 20 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-18 |
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