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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2020-01-07 |
| CT | RA | APPROVED | 2019-12-26 |
| AZ | RA | APPROVED | 2019-12-24 |
| NH | RA | APPROVED | 2019-12-24 |
| CA | RA | APPROVED | 2019-12-23 |
| WI | RA | APPROVED | 2019-12-20 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ccf Investments, Inc | Greensboro | GA | 01/2015 | 06/2017 |
| Capital Choice Financial Services | Greensboro | GA | 08/2015 | Present |
| Capital Choice Investment Advisers | Greensboro | GA | 09/2016 | 06/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 10/2019 |
| Spartan Financial Group | Phoenix | AZ | 06/2016 | Present |
| Capital Choice Southwest | Phoenix | AZ | 12/2017 | Present |
| Corecap Investments, Llc | Southfield | MI | 10/2019 | Present |
*Capital Choice Financial Services; inv rel; life insurance sales and agency building; Agent; start date=08/2015; hrs/mo=20; trading hrs/mo=10; sell life insurance and recruit others to sell life insurance * Maricopa County Justice Museum; 125 W Washington, Phoenix AZ 85004; non-inv rel; preserve Arizona's rich legal and justice history; Social Media and Web Administrator; start date=04/2017; hrs/mo=4; trading hrs/mo=0; helping create social media accounts, find content for social media and maintain the website with it has been redone; no compensation; * Spartan Financial Group LLC; inv rel; work out of the Spartan Financial Group office to conduct my business; Agent; start date=06/2016; hrs/mo=20; trading hrs/mo=20; show up and use my office * Copper Mountain Insurance Solutions; same as branch; non-inv rel; property and liability insurance; Insurance Broker; start date=11/2016; hrs/mo=20; trading hrs/mo=10; sell auto, home, RV, motorcycle, ATV, umbrella and business insurance policies * Capital Choice Southwest; inv rel; name I operate under for investing and insurance business; Owner; start date=12/2017; hrs/mo=180; trading hrs/mo=100; all sales, service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-05 |
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