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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-09 |
| OH | RA | APPROVED | 2025-04-29 |
| PA | RA | APPROVED | 2025-04-28 |
Branch Locations
8775 E Market Street, Warren, OH 44484 • 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 |
|---|---|---|---|---|
| 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 |
*TLC Wealth; Independent Insurance Agent; Sell & service life and annuity policies and assist clients with retirement planning; similar clientele
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-26 |
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