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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-27 |
| WV | RA | APPROVED | 2025-04-18 |
| NC | RA | APPROVED | 2025-02-24 |
| ME | RA | APPROVED | 2024-11-25 |
| MD | RA | APPROVED | 2024-02-26 |
| AL | RA | APPROVED | 2023-11-08 |
| TX | RA | APPROVED | 2023-08-15 |
| PA | RA | APPROVED | 2022-11-09 |
| NY | RA | APPROVED | 2022-03-28 |
| KY | RA | APPROVED | 2021-11-24 |
| FL | RA | APPROVED | 2021-09-23 |
| IN | RA | APPROVED | 2021-08-26 |
| OH | RA | APPROVED | 2021-02-01 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
36 West Main Street, Centerburg, OH 43011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Florence | KY | 02/2008 | 04/2020 |
| Td Ameritrade, Inc. | West Chester | OH | 02/2018 | 04/2020 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 04/2020 |
| The Prudential Insurance Company Of America | Cincinnati | OH | 05/2020 | 10/2020 |
| Pruco Securities, Llc | Cincinnati | OH | 05/2020 | 10/2020 |
| The Prudential Insurance Company Of America | Cincinnati | OH | 05/2020 | 10/2020 |
| Nylife Securities Llc | Cincinnati | OH | 12/2020 | 01/2021 |
| New York Life Insurance Co | Cincinnati | OH | 11/2020 | 01/2021 |
| Corecap Investments | Southfield | MI | 02/2021 | Present |
| Corecap Advisors | Southfield | MI | 02/2021 | Present |
| Cooper, Adel, Vu Financial | Centerburg | OH | 01/2021 | Present |
Cooper Adel Vu Financial; IRS Enrolled Agent; Provide support to tax team during tax season; Review of clients final tax turns and collect payments; approx. 8 hours per month; approx. 0 hours during trading hours; hour may vary month to month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-07 |
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