Best Investors Account Sign in

Dylan J Schalmo

Corecap Advisors

Southfield, MI

Centerberg, OH

Claim This Profile
Current Employers
Corecap Advisors

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-27
MI RA APPROVED 2024-01-19
MO RA APPROVED 2024-01-18
GA RA APPROVED 2024-01-09
KY RA APPROVED 2023-07-17
IN RA APPROVED 2023-07-14
FL RA APPROVED 2023-05-11
AL RA APPROVED 2023-02-10
OH RA APPROVED 2020-01-15
  • PA RA
    APPROVED
    Since 2025-08-27
  • MI RA
    APPROVED
    Since 2024-01-19
  • MO RA
    APPROVED
    Since 2024-01-18
  • GA RA
    APPROVED
    Since 2024-01-09
  • KY RA
    APPROVED
    Since 2023-07-17
  • IN RA
    APPROVED
    Since 2023-07-14
  • FL RA
    APPROVED
    Since 2023-05-11
  • AL RA
    APPROVED
    Since 2023-02-10
  • OH RA
    APPROVED
    Since 2020-01-15

Branch Locations

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

36 W Main Street, Centerberg, OH 43011 • 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
Cooper, Adel, Vu Financial, Llc Centerberg OH 03/2018 Present
Corecap Investments, Llc Southfield MI 11/2019 Present
Gerber Poultry Kidron OH 05/2017 03/2018
Lutheran Social Services Worthington OH 09/2016 04/2017
Otterbein University Westerville OH 08/2013 04/2017
Corecap Advisors, Llc Southfield MI 12/2019 Present
  • 03/2018 → Present
    Cooper, Adel, Vu Financial, Llc
    Centerberg, OH
  • 11/2019 → Present
    Corecap Investments, Llc
    Southfield, MI
  • 05/2017 → 03/2018
    Gerber Poultry
    Kidron, OH
  • 09/2016 → 04/2017
    Lutheran Social Services
    Worthington, OH
  • 08/2013 → 04/2017
    Otterbein University
    Westerville, OH
  • 12/2019 → Present
    Corecap Advisors, Llc
    Southfield, MI
Other Businesses

Cooper, Adel, Vu Financial, LLC; Director of Trading; Sell life & annuity products; approx. 5 hours per month; similar clientele

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-21
  • S66 Uniform Combined State Law Examination
    2019-12-21

View on SEC IAPD

Other Firms

EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
M.A. GLOBAL INVESTMENT ADVISOR, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
OSAIC ADVISORY SERVICES, LLC

Other Investors

NORMAN MILTON BALD
Jeffrey C Jones
Erin Michelle Hoestje
BRADLEY Dennis CLARK
Steven Wilbourn
Avery Reese Markos
Ryan Christopher Smith
Whitney Lynn House

Other Offices

EAGLE STRATEGIES LLC · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
J.P. MORGAN SECURITIES LLC · SOUTHFIELD, MI
CETERA INVESTMENT ADVISERS LLC · SOUTHFIELD, MI
M.A. GLOBAL INVESTMENT ADVISOR, LLC · SOUTHFIELD, MI
LPL ENTERPRISE, LLC · SOUTHFIELD, MI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SOUTHFIELD, MI
EQUITABLE ADVISORS, LLC · SOUTHFIELD, MI

More in Southfield, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor