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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-09-30 |
Branch Locations
4110 N. Scottsdale Road, Suite 170, Scottsdale, AZ 85251 • 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 |
|---|---|---|---|---|
| Rjp Estate Planning | Scottsdale | AZ | 01/2013 | Present |
| Corecap Advisors, Llc | Southfield | MI | 09/2024 | Present |
*RJP Estate Planning; Estate Planner; Introduce new clients to the firm through estate planning services and insurance products and sales; approx. 160 hours per month; approx. 160 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-28 |
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