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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-17 |
| AZ | RA | APPROVED | 2026-03-06 |
| FL | RA | APPROVED | 2026-03-04 |
| MI | RA | APPROVED | 2026-02-18 |
Branch Locations
24359 Northwestern Highway, Suite 225, Southfield, MI 48075 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Novi | MI | 07/2016 | 02/2026 |
| Charles Schwab Bank, Ssb | Novi | MI | 11/2017 | 02/2026 |
| Corecap Advisors, Llc | Southfield | MI | 02/2026 | Present |
| Cornerstone Financial Services | Southfield | MI | 02/2026 | Present |
*Cornerstone Financial Services; Financial Agent/Insurance Agent; Sale of insurance products; approx. 160 hours per month; approx. 128 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-17 |
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