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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-03-28 |
| IN | RA | APPROVED | 2024-11-06 |
| MD | RA | APPROVED | 2024-08-13 |
| NC | RA | APPROVED | 2022-10-03 |
| WA | RA | APPROVED | 2022-06-06 |
| OH | RA | APPROVED | 2022-04-19 |
| MA | RA | APPROVED | 2022-02-01 |
| NV | RA | APPROVED | 2021-05-05 |
| GA | RA | APPROVED | 2021-04-21 |
| PA | RA | APPROVED | 2021-03-01 |
| WV | RA | APPROVED | 2021-02-12 |
| CO | RA | APPROVED | 2019-11-21 |
| NJ | RA | APPROVED | 2019-09-11 |
| MN | RA | APPROVED | 2019-04-16 |
| OR | RA | APPROVED | 2019-04-12 |
| FL | RA | APPROVED | 2019-01-07 |
| VA | RA | APPROVED | 2019-01-02 |
| SC | RA | APPROVED | 2018-11-30 |
| CA | RA | APPROVED | 2018-10-19 |
| AK | RA | APPROVED | 2017-09-19 |
| AZ | RA | APPROVED | 2017-09-19 |
| KY | RA | APPROVED | 2017-09-15 |
| MI | RA | APPROVED | 2016-06-16 |
| IL | RA | APPROVED | 2016-06-15 |
| TX | RA | APPROVED | 2016-06-15 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Macomb, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corecap Advisors, Llc | Southfield | MI | 06/2016 | Present |
| Corecap Investments, Llc | Southfield | MI | 06/2016 | Present |
| Simasko Financial | Mt. Clemens | MI | 06/2016 | Present |
*David M. Howard - Assists in individual and tax returns. Hours vary, mostly in February through April. In general, business is after market hours and concerns the same clients as handed in brokerage, so no conflict is anticipated; *Simasko Financial - preparation and sale of insurance products, focuses primarily on EIA's and long-term care products; no conflict is anticipated as similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-22 |
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