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500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-02 |
| MI | RA | APPROVED | 2024-03-28 |
Branch Locations
500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Service, Lp | San Diego | CA | 06/2016 | 11/2017 |
| Numerica Credit Union | Kennewick | WA | 06/2016 | 11/2017 |
| Midwest Capital Advisors, Llc | Grand Rapids | MI | 09/2018 | 02/2024 |
| Unemployed | Fayetteville | NY | 11/2017 | 05/2018 |
| Unemployed | Grand Rapids | MI | 06/2018 | 09/2018 |
| Equita Financial Network, Inc. | Fort Washington | PA | 03/2024 | Present |
| Astraea Wealth Management Llc | Grand Rapids | MI | 03/2024 | Present |
1) NAME OF THE OTHER BUSINESS: Corbiani Capital Group LLC; INVESTMENT- RELATED: NO, real estate; ADDRESS OF THE OTHER BUSINESS:2929 Cascade Rd. SE, Grand Rapids MI 49506; YOUR POSITION OR TITLE: Member; NATURE OF THE OTHER BUSINESS: The LLC invests in real estate through mortgage notes. Selected investments are either 1) privately held mortgages from individuals in the state of MI or 2) shares in a private real estate fund that invests in distressed commercial and residential properties.; START DATE: May 2018; APPROXIMATE NUMBER OF HOURS/MONTH:1-5; APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0; BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: Accounting of mortgage note payments and disbursements, providing year-end information to the accountant, and analysis of investment opportunities with other LLC members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-17 |
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