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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-01-16 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Muskego, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cabelas | Richfield | WI | 09/2008 | 12/2016 |
| Capital Synergy Partners, Inc. | Newport Beach | CA | 06/2015 | 12/2017 |
| Corecap Investments | Southfield | MI | 10/2019 | 10/2021 |
| Horizon Insurance Brokerage Group, Llc | St Francis | WI | 05/2014 | Present |
| Corecap Advisors | Southfield | MI | 01/2020 | Present |
HORIZON INVESTMENT & INSURANCE BROKERAGE GROUP, LLC FIXED INSURANCE/INDEPENDENT AGENT/CEO EFFECTIVE: 05/2014 APPROX 100 HOURS PER MONTH/APPROX 40 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-07 |
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