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Lisa Jo Bamburg

Corecap Advisors

Jacksonville, AR

Southfield, MI

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Current Employers
Corecap Advisors

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2023-05-10
FL RA APPROVED 2022-03-17
CA RA APPROVED 2022-02-17
GA RA APPROVED 2021-10-15
SD RA APPROVED 2021-08-03
VA RA APPROVED 2020-01-14
OK RA APPROVED 2019-08-29
NV RA APPROVED 2019-05-30
MO RA APPROVED 2018-11-30
NC RA APPROVED 2018-11-30
TX RA APPROVED_RES 2018-10-10
IL RA APPROVED 2018-02-23
MS RA APPROVED 2016-07-18
CO RA APPROVED 2016-07-11
AR RA APPROVED 2015-03-19
  • ME RA
    APPROVED
    Since 2023-05-10
  • FL RA
    APPROVED
    Since 2022-03-17
  • CA RA
    APPROVED
    Since 2022-02-17
  • GA RA
    APPROVED
    Since 2021-10-15
  • SD RA
    APPROVED
    Since 2021-08-03
  • VA RA
    APPROVED
    Since 2020-01-14
  • OK RA
    APPROVED
    Since 2019-08-29
  • NV RA
    APPROVED
    Since 2019-05-30
  • MO RA
    APPROVED
    Since 2018-11-30
  • NC RA
    APPROVED
    Since 2018-11-30
  • TX RA
    APPROVED_RES
    Since 2018-10-10
  • IL RA
    APPROVED
    Since 2018-02-23
  • MS RA
    APPROVED
    Since 2016-07-18
  • CO RA
    APPROVED
    Since 2016-07-11
  • AR RA
    APPROVED
    Since 2015-03-19

Branch Locations

1200 West Main, Jacksonville, AR 72076 • 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
Insurance Advantage Llc Jacksonville AR 02/2011 Present
  • 02/2011 → Present
    Insurance Advantage Llc
    Jacksonville, AR
Other Businesses

Insurance Advantage and LMA Financial Services; Co-Owner; Independent Insurance Agent; Similar clientele; Approx. 160 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-27
  • S65 Uniform Investment Adviser Law Examination
    2014-03-27
Other Names
  • Lisa Jo Sizemore
  • Lisa Lambertus

View on SEC IAPD

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