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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-09-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Bloomfield Hills Financial | Bloomfield Hills | MI | 04/2015 | 02/2019 |
| Corecap Investments | Southfield | MI | 05/2020 | Present |
| Corecap Advisors | Southfield | MI | 05/2020 | Present |
| Southwest Detroit Environmental Vision | Detroit | MI | 03/2019 | 12/2019 |
| Unemployed | Royal Oak | MI | 01/2020 | 05/2020 |
| M & O Marketing, Llc | Southfield | MI | 08/2021 | Present |
*M & O Marketing, LLC; COO; Leadership/Oversight Role; Approx. 20 hours per month; Approx. 20 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-04 |
| S66 | Uniform Combined State Law Examination | 2009-10-12 |
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