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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-14 |
| WI | RA | APPROVED | 2023-10-13 |
| FL | RA | APPROVED | 2021-07-22 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
1222 Se 47Th Street, Suite 225, Cape Coral, FL 33904 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Choice Securities, Inc. | Bedford | TX | 05/2013 | 07/2021 |
| Corecap Investments, Llc | Southfield | MI | 07/2021 | Present |
| Corecap Advisors, Llc | Southfield | MI | 07/2021 | Present |
| Asset Management & Advisory Services Of Lee County | Cape Coral | FL | 04/2015 | Present |
*Asset Management & Advisory Services of Lee County/DBA name. Investment related; Fixed Insurance sold through approved FMO. Since 4/17/2015, 100 hours per month during trading hours, sales of fixed insurance through approved FMO's Paid commission; ; similar clientele *Leverage Insurance Agency, Not investment related; Agency to appoint Agents for life insurance, disability etc., Owner, November 2020, 20 hrs/month, various during trading, manage agents; ; similar clientele *Ash Brokerage; Agent; Insurance only; personal disability products; approx. 2 hours per month; approx. 0 hours per month during trading hours; similar clientele *Rental Property; Landlord; leasing out office space; approx.. 0 hours per month; approx. 0 hours per month during trading hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-07 |
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