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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-04 |
| FL | RA | APPROVED | 2021-10-11 |
| CA | RA | APPROVED | 2021-07-07 |
| KY | RA | APPROVED | 2021-04-09 |
| AZ | RA | APPROVED | 2021-01-14 |
| AL | RA | APPROVED | 2019-10-23 |
| TX | RA | APPROVED_RES | 2014-08-27 |
| MI | RA | APPROVED | 2014-04-15 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
7600 Grand River Avenue Suite 110, Brighton, MI 48114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Benefits Group | Brighton | MI | 10/2005 | 12/2016 |
| Corecap Advisors, Llc | Southfield | MI | 04/2014 | Present |
Principium; independent insurance agent selling fixed products and health and life insurance; These activities may occur during market hours but because of clientele overlap do not conflict with duties to securities clients. Because the product line is not one that CoreCap engages in, there is little likelihood of confusion.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-14 |
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