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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-28 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
12 Robbins Pkwy, Toms River, NJ 08753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corecap Advisors, Llc | Southfield | MI | 11/2025 | Present |
| Army National Guard | Toms River | NJ | 02/2009 | 02/2021 |
| New Era Financial | Toms River | NJ | 11/2020 | Present |
| First Jersey Insurance Agency | Toms River | NJ | 09/2010 | Present |
*First Jersey Insurance Agency; Insurance Agent; Answer medicare renewal questions annually from past clients, moved contracts from past clients in 2020, still receive renewals from old book of business; approx. 1 hour per month; approx. 0 hours per month during trading hours; similar clientele *New Era Financial, LLC; President/Agent; Review health insurance and medicare insurance and annuity sales; approx. 20 hours per month; approx. 0 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-23 |
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