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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-06-02 |
| WV | RA | APPROVED | 2024-10-24 |
| UT | RA | APPROVED | 2024-09-10 |
| NJ | RA | APPROVED | 2024-07-25 |
| MI | RA | APPROVED | 2024-06-27 |
| CA | RA | APPROVED | 2022-08-08 |
| SC | RA | APPROVED | 2022-06-08 |
| KY | RA | APPROVED | 2022-04-11 |
| IL | RA | APPROVED | 2022-02-10 |
| IN | RA | APPROVED | 2021-03-01 |
| PA | RA | APPROVED | 2021-02-24 |
| NC | RA | APPROVED | 2019-11-05 |
| DC | RA | APPROVED | 2019-05-02 |
| LA | RA | APPROVED | 2019-03-14 |
| FL | RA | APPROVED | 2018-01-24 |
| OH | RA | APPROVED | 2018-01-04 |
Branch Locations
36 West Main Street, Centerburg, OH 43011 • United States
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2015 | 12/2017 |
| S & D Capital | Oregon | OH | 04/2015 | 12/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfeild | IA | 06/2015 | 12/2017 |
| Cooper, Adel, Vu Financial | Centerburg | OH | 12/2017 | Present |
| Corecap Advisors, Llc | Southfield | MI | 01/2018 | Present |
| Corecap Investments, Llc | Southfield | MI | 01/2018 | Present |
*Cooper Adel Vu Tax Services; CPA; Oversee the creation of client tax returns; approx. 80 hours per month; approx. 60 hours per month (hours may vary depending on the time of year); similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-30 |
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