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Current Employers
Corecap Advisors

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-07-09
OH RA APPROVED 2025-04-29
PA RA APPROVED 2025-04-28
  • WI RA
    APPROVED
    Since 2026-07-09
  • OH RA
    APPROVED
    Since 2025-04-29
  • PA RA
    APPROVED
    Since 2025-04-28

Branch Locations

8775 E Market Street, Warren, OH 44484 • 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
OrganizationCityStateFromTo
Self-Employed Warren OH 11/2013 03/2025
Corecap Advisors, Llc Southfield MI 04/2025 Present
Corecap Investments, Llc Southfield MI 04/2025 Present
Tlc Wealth Warren OH 03/2025 Present
  • 11/2013 → 03/2025
    Self-Employed
    Warren, OH
  • 04/2025 → Present
    Corecap Advisors, Llc
    Southfield, MI
  • 04/2025 → Present
    Corecap Investments, Llc
    Southfield, MI
  • 03/2025 → Present
    Tlc Wealth
    Warren, OH
Other Businesses

*TLC Wealth; Independent Insurance Agent; Sell & service life and annuity policies and assist clients with retirement planning; similar clientele

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-13
S65 Uniform Investment Adviser Law Examination 2025-03-26
  • S63 Uniform Securities Agent State Law Examination
    2025-05-13
  • S65 Uniform Investment Adviser Law Examination
    2025-03-26

View on SEC IAPD

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