James Matthew Simasko

Current Employers

Corecap Advisors

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2022-01-03

MI RA
APPROVED

Since 2022-01-03

Branch Locations

319 N Gratiot Avenue, Mt. Clemens, MI 48043 • 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

Organization	City	State	From	To
Simasko Law P.C.	Mt. Clemens	MI	03/1990	Present
Simasko Financial	Mt. Clemens	MI	05/1987	Present

03/1990 → Present

Simasko Law P.C.

Mt. Clemens, MI
05/1987 → Present

Simasko Financial

Mt. Clemens, MI

Other Businesses

*Simasko Law; Partner/Attorney; Approx. 180 hours per month; Approx. 157 hours per month during trading hours; Estate planning, probate & Medicaid attorney; Expects that legal clientele will be essentially the same as his advisory clientele so no time-related conflicts are anticipated. *Simasko Financial; Insurance & Annuity Sales; Approx. 180 hours per month; Approx. 157 hours per month during trading hours; similar clientele

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-09

S65 Uniform Investment Adviser Law Examination

2021-11-09

Other Names

James M Simasko

View on SEC IAPD