Renaurd Trent Reynolds

Current Employers

Corecap Advisors

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-10-15
UT	RA	APPROVED	2024-10-15
OH	RA	APPROVED	2024-04-08
OR	RA	APPROVED	2023-07-13
WA	RA	APPROVED	2022-04-21
AZ	RA	APPROVED	2021-01-11

CO RA
APPROVED

Since 2024-10-15
UT RA
APPROVED

Since 2024-10-15
OH RA
APPROVED

Since 2024-04-08
OR RA
APPROVED

Since 2023-07-13
WA RA
APPROVED

Since 2022-04-21
AZ RA
APPROVED

Since 2021-01-11

Branch Locations

Gilbert, AZ • United States

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
R. Trent Reynolds, Cpa	Mesa	AZ	01/1994	Present
Ccf Investments	Greensboro	GA	01/2012	06/2017
Ameritas Investment Corp.	Lincoln	NE	06/2017	10/2019
Capital Choice Financial Services	Greensboro	GA	12/2009	Present
Spartan Financial Group	Phoenix	AZ	01/2017	Present
Guideline Wealth Management Llc	Mesa	AZ	01/2018	Present
Corecap Investments, Llc	Southfield	MI	11/2019	Present
Corecap Advisors, Llc	Southfield	MI	11/2019	Present

01/1994 → Present

R. Trent Reynolds, Cpa

Mesa, AZ
01/2012 → 06/2017

Ccf Investments

Greensboro, GA
06/2017 → 10/2019

Ameritas Investment Corp.

Lincoln, NE
12/2009 → Present

Capital Choice Financial Services

Greensboro, GA
01/2017 → Present

Spartan Financial Group

Phoenix, AZ
01/2018 → Present

Guideline Wealth Management Llc

Mesa, AZ
11/2019 → Present

Corecap Investments, Llc

Southfield, MI
11/2019 → Present

Corecap Advisors, Llc

Southfield, MI

Other Businesses

R. Trent Reynolds, CPA; same as branch; non-inv rel; providing tax & accounting consulting services; Owner; start date=01/1994; hrs/mo=60; trading hrs/mo=60; perform the work or I supervise the work * Capital Choice Financial Services; same as branch; inv rel; insurance sales; Regional Marketing Director; start date=12/2009; hrs/mo=60; trading hrs/mo=60; life insurance sales and presentations, recruiting, consulting * Spartan Financial Group; same as branch; inv rel; sale of financial products; Sub contractor; start date=01/2017; hrs/mo=40; trading hrs/mo=160; sales of financial products * Guideline Wealth Management LLC; same as branch; inv rel; sale of financial products through Capital Choice Financial Services; Owner-Member; start date=01/2018; hrs/mo=40; trading hrs/mo=160; sale of financial products of Capital Choice Financial Services

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-23
S63	Uniform Securities Agent State Law Examination	2012-03-12

S65 Uniform Investment Adviser Law Examination

2020-12-23
S63 Uniform Securities Agent State Law Examination

2012-03-12