Best Investors Account Sign in
Current Employers
Corecap Advisors

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

Current Registrations

AuthorityCategoryStatusDate
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
  • NV RA
    APPROVED
    Since 2020-01-07
  • CT RA
    APPROVED
    Since 2019-12-26
  • AZ RA
    APPROVED
    Since 2019-12-24
  • NH RA
    APPROVED
    Since 2019-12-24
  • CA RA
    APPROVED
    Since 2019-12-23
  • WI RA
    APPROVED
    Since 2019-12-20

Branch Locations

Glendale, 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
OrganizationCityStateFromTo
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
  • 01/2015 → 06/2017
    Ccf Investments, Inc
    Greensboro, GA
  • 08/2015 → Present
    Capital Choice Financial Services
    Greensboro, GA
  • 09/2016 → 06/2017
    Capital Choice Investment Advisers
    Greensboro, GA
  • 06/2017 → 10/2019
    Ameritas Investment Corp.
    Lincoln, NE
  • 06/2016 → Present
    Spartan Financial Group
    Phoenix, AZ
  • 12/2017 → Present
    Capital Choice Southwest
    Phoenix, AZ
  • 10/2019 → Present
    Corecap Investments, Llc
    Southfield, MI
Previous Registrations
  • 2017-06-21 → 2019-11-07
    Ameritas Investment Company, Llc
    Greensboro, GA
    Phoenix, AZ
  • 2016-09-19 → 2017-06-21
    Capital Choice Investment Advisers, Inc.
    Phoenix, AZ
    Flagstaff, AZ
    Greensboro, GA
Other Businesses

*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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-26
S63 Uniform Securities Agent State Law Examination 2015-02-05
  • S65 Uniform Investment Adviser Law Examination
    2016-05-26
  • S63 Uniform Securities Agent State Law Examination
    2015-02-05

View on SEC IAPD

More in Glendale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor