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Corecap Advisors CRD 158819
$3.99B regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-11-15 |
| OH | RA | APPROVED | 2021-11-22 |
| CO | RA | APPROVED | 2021-06-09 |
| SC | RA | APPROVED | 2021-04-12 |
| CA | RA | APPROVED | 2019-12-03 |
| FL | RA | APPROVED | 2019-03-14 |
| AZ | RA | APPROVED | 2018-09-11 |
| TX | RA | APPROVED_RES | 2016-07-08 |
| IA | RA | APPROVED | 2015-01-26 |
| MI | RA | APPROVED | 2012-02-08 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
41000 Seven Mile Road Suite 105, Northville, MI 48167 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Speir Financial | Southfield | MI | 01/2002 | Present |
| Convergence Financial Advisors | Southfield | MI | 01/2012 | Present |
Independent insurance agent. Clientele for fixed products overlaps securities clientele and no conflict is anticipated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-07 |
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