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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-17 |
| OH | RA | APPROVED | 2025-01-14 |
| CA | RA | APPROVED | 2024-04-02 |
| IL | RA | APPROVED | 2023-03-17 |
| MD | RA | APPROVED | 2023-01-05 |
| FL | RA | APPROVED | 2022-11-29 |
| PA | RA | APPROVED | 2022-08-17 |
| AZ | RA | APPROVED | 2016-02-29 |
| MI | RA | APPROVED | 2016-02-12 |
| LA | RA | APPROVED | 2016-02-10 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
24359 Northwestern Highway Suite 225, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corecap Investments | Southfield | MI | 02/2016 | Present |
| Corecap Advisors | Southfield | MI | 02/2016 | Present |
*CCP, LLC, Managing Partner, Operating Member, and Co-Founder; Created to allow payments to employees and business expenses for dba Cornerstone Financial Services; created in December 2013; approx. 15 hours per month *DBA Cornerstone Financial Services; Approved to conduct independent insurance activity; similar clientele; *Law office of Daniel J. Milan, PLLC, Attorney & Managing Partner; approx. 5 hours per month; *CFS Credit, LLC; Managing Partner - Commercial Lending Broker and Consulting; Generate commission from referral fee from lender or through hourly consulting fees/points paid by the lendee; approx. 10 hours per month; approx. 10 hours per month during trading hours *Milan Family Investments, LLC; Manager/Member; Family entity created to invest in minority passive investments of privately held companies in Michigan in an effort to create a diversified portfolio holding company to benefit multiple generations of the Milan family; approx. 5 hours per month; approx. 0 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-22 |
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