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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-01-06 |
| AL | RA | APPROVED | 2026-01-05 |
| NV | RA | APPROVED | 2026-01-05 |
| HI | RA | APPROVED | 2024-10-22 |
| OH | RA | APPROVED | 2024-09-20 |
| NC | RA | APPROVED | 2019-04-29 |
| WA | RA | APPROVED | 2013-05-29 |
| SC | RA | APPROVED | 2013-02-25 |
| CA | RA | APPROVED | 2013-02-21 |
| FL | RA | APPROVED | 2012-08-23 |
| TX | RA | APPROVED_RES | 2012-08-15 |
| GA | RA | APPROVED | 2012-08-01 |
| MI | RA | APPROVED | 2012-07-02 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Core Capital Advisors | Southfield | MI | 02/2012 | Present |
| Windsor, Sheffield & Co Inc | Wayne | PA | 06/2012 | Present |
M&O MARKETING; an affiliated company of CoreCap; Business Development; approx. 160 hours per month; approx. 160 hours per month during trade hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-13 |
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