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Inactive

Jacob Corey

Retirement Resources, LLC

Auburn Hills, MI

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Current Employers
Retirement Resources, Llc

1625 N Opdyke Rd, Auburn Hills, MI 48326 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-03-02
  • MI RA
    APPROVED
    Since 2026-03-02

Branch Locations

1625 N Opdyke Rd, Auburn Hills, MI 48326 • 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
State Farm Clarkston MI 05/2023 10/2024
Chase Bank Ortonville MI 02/2022 04/2023
Home Depot Auburn Hills MI 05/2021 08/2021
Pine Knob Golf Course Clarkston MI 03/2018 11/2021
Retirement Resources Auburn Hills MI 11/2024 Present
Unemployed Clarkston MI 11/2021 02/2022
Unemployed Clarkston MI 10/2017 02/2018
Kroger Clarkston MI 09/2017 11/2017
Unemployed Clarkston MI 09/2016 08/2017
  • 05/2023 → 10/2024
    State Farm
    Clarkston, MI
  • 02/2022 → 04/2023
    Chase Bank
    Ortonville, MI
  • 05/2021 → 08/2021
    Home Depot
    Auburn Hills, MI
  • 03/2018 → 11/2021
    Pine Knob Golf Course
    Clarkston, MI
  • 11/2024 → Present
    Retirement Resources
    Auburn Hills, MI
  • 11/2021 → 02/2022
    Unemployed
    Clarkston, MI
  • 10/2017 → 02/2018
    Unemployed
    Clarkston, MI
  • 09/2017 → 11/2017
    Kroger
    Clarkston, MI
  • 09/2016 → 08/2017
    Unemployed
    Clarkston, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-02
  • S65 Uniform Investment Adviser Law Examination
    2026-03-02

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
PREDMORE ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

DANIEL THOMAS WISNIEWSKI
ANDREW SCOTT GRABINSKI
James R Smith
PATRICE LANELL JOSIENE SINCLAIR
John A Kulhavi
JASON LEE FIREK
John G Gaynor
Nancy Ann Smith

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · AUBURN HILLS, MI
KESTRA PRIVATE WEALTH SERVICES, LLC · Auburn Hills, MI
J.P. MORGAN SECURITIES LLC · AUBURN HILLS, MI
GIBBS WEALTH MANAGEMENT, LLC · Bloomfield Twp, MI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCHESTER HILLS, MI
LPL FINANCIAL LLC · ROCHESTER HILLS, MI
PREDMORE ADVISORS LLC · ROCHESTER HILLS, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Auburn Hills, MI

More in Auburn Hills, MI

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