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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-22 |
| OH | RA | APPROVED | 2024-04-08 |
| UT | RA | APPROVED | 2023-02-01 |
| AZ | RA | APPROVED | 2021-04-22 |
Branch Locations
11022 N 28Th Drive Suite 170, Phoenix, AZ 85029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intel Corp | Chandler | AZ | 02/2012 | Present |
| Corecap Advisors, Llc | Southfield | MI | 08/2020 | Present |
| Corecap Investments, Llc | Southfield | MI | 08/2020 | Present |
| Capital Choice Financial Services | Phoenix | AZ | 11/2018 | Present |
*Intel Corp; Manufacturing Technician; Maintenance & repair for manufacturing equipment; not-investment related; approx. 180 hours per month; approx. 75 hours per month during trading hours; *AZ Cash Coach DBA Wealth Wiz; Budget Coaching and Counseling; President; approx. 15 hours per month; approx. 0 hours per month during trading hours; Coaching business to help future clients develop good spending and documenting habits to enable them to find the resources to build wealth *Capital Choice Financial Services; Regional Marketing Director; Life Insurance Sales; approx. 100 hours per month; approx. 10 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-06 |
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