Best Investors Account Sign in
Claim This Profile
Current Employers
Corecap Advisors

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-11-06
  • IN RA
    APPROVED
    Since 2025-11-06

Branch Locations

9765 Randall Drive, Carmel, IN 46240 • 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
Student Indianapolis ID 01/2015 01/2022
Hopebridge Indianapolis IN 02/2022 02/2024
Salesforce Indianapolis IN 02/2024 11/2025
Corecap Advisors, Llc Southfield MI 11/2025 Present
Solomon Financial Carmel IN 11/2025 Present
  • 01/2015 → 01/2022
    Student
    Indianapolis, ID
  • 02/2022 → 02/2024
    Hopebridge
    Indianapolis, IN
  • 02/2024 → 11/2025
    Salesforce
    Indianapolis, IN
  • 11/2025 → Present
    Corecap Advisors, Llc
    Southfield, MI
  • 11/2025 → Present
    Solomon Financial
    Carmel, IN
Other Businesses

Solomon Financial; Financial Advisor; Support clients personal finances through investment advice, portfolio management, and financial planning; approx. 160 hours per month; approx. 136 hours per month during trading hours; similar clientele

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-20
  • S65 Uniform Investment Adviser Law Examination
    2025-09-20
Other Names
  • Corey Edward Bates

View on SEC IAPD

More in Carmel, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor