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837 S. Lapeer #308, Oxford, MI 48423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-12-22 |
Branch Locations
837 S. Lapeer #308, Oxford, MI 48423 • United States
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2015-06-17 |
| LA | RA | APPROVED | 2015-05-11 |
| OK | RA | APPROVED | 2014-03-19 |
| MI | RA | APPROVED | 2012-07-17 |
| IL | RA | APPROVED | 2012-06-27 |
Branch Locations
Lake Orion, MI • United States
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
4 disclosure categories 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 |
|---|---|---|---|---|
| Corecap Investments, Llc | Wayne | PA | 06/2012 | Present |
| Corecap Advisors | Southfield | MI | 06/2012 | Present |
| Overwatch Advisors, Llc | Oxford | MI | 11/2022 | Present |
Overwatch Advisors, LLC; President; Independent RIA; Acts as portfolio manager and manages overall investment strategies and conducts all trading activities; Mr. Frawley performs this service through market hours; approx. 160 hours per month; approx. 160 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-01 |
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