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Current Employers
Corecap Advisors

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-04-23
CO RA APPROVED 2023-07-06
KS RA APPROVED 2022-09-23
WA RA APPROVED 2022-03-30
NY RA APPROVED 2022-03-09
ID RA APPROVED 2020-03-05
OK RA APPROVED 2020-03-04
AL RA APPROVED 2020-01-15
GA RA APPROVED 2019-12-03
NC RA APPROVED 2019-11-05
FL RA APPROVED 2019-10-09
WV RA APPROVED 2019-09-27
TX RA APPROVED_RES 2019-09-23
PA RA APPROVED 2019-08-02
DC RA APPROVED 2019-05-03
LA RA APPROVED 2019-03-14
MA RA APPROVED 2019-02-11
OR RA APPROVED 2019-01-28
MI RA APPROVED 2018-11-30
MD RA APPROVED 2018-11-29
SC RA APPROVED 2018-11-29
IL RA APPROVED 2018-11-28
KY RA APPROVED 2018-11-28
CA RA APPROVED 2018-11-15
AZ RA APPROVED 2018-10-16
IN RA APPROVED 2017-12-15
OH RA APPROVED 2014-12-16
  • HI RA
    APPROVED
    Since 2025-04-23
  • CO RA
    APPROVED
    Since 2023-07-06
  • KS RA
    APPROVED
    Since 2022-09-23
  • WA RA
    APPROVED
    Since 2022-03-30
  • NY RA
    APPROVED
    Since 2022-03-09
  • ID RA
    APPROVED
    Since 2020-03-05
  • OK RA
    APPROVED
    Since 2020-03-04
  • AL RA
    APPROVED
    Since 2020-01-15
  • GA RA
    APPROVED
    Since 2019-12-03
  • NC RA
    APPROVED
    Since 2019-11-05
  • FL RA
    APPROVED
    Since 2019-10-09
  • WV RA
    APPROVED
    Since 2019-09-27
  • TX RA
    APPROVED_RES
    Since 2019-09-23
  • PA RA
    APPROVED
    Since 2019-08-02
  • DC RA
    APPROVED
    Since 2019-05-03
  • LA RA
    APPROVED
    Since 2019-03-14
  • MA RA
    APPROVED
    Since 2019-02-11
  • OR RA
    APPROVED
    Since 2019-01-28
  • MI RA
    APPROVED
    Since 2018-11-30
  • MD RA
    APPROVED
    Since 2018-11-29
  • SC RA
    APPROVED
    Since 2018-11-29
  • IL RA
    APPROVED
    Since 2018-11-28
  • KY RA
    APPROVED
    Since 2018-11-28
  • CA RA
    APPROVED
    Since 2018-11-15
  • AZ RA
    APPROVED
    Since 2018-10-16
  • IN RA
    APPROVED
    Since 2017-12-15
  • OH RA
    APPROVED
    Since 2014-12-16

Branch Locations

36 W Main Street Po Box 747, Centerberg, OH 43011 • United States

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cooper, Adel, Vu Financial Centerburg OH 02/2000 Present
Corecap Advisors, Llc Southfield MI 09/2014 Present
  • 02/2000 → Present
    Cooper, Adel, Vu Financial
    Centerburg, OH
  • 09/2014 → Present
    Corecap Advisors, Llc
    Southfield, MI
Other Businesses

Cooper, Adel, Vu Financial; President; SALES OF LONG-TERM CARE INSURANCE AND ANNUITIES 180 HOURS A MONTH; Similar clientele

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-03-14
S65 Uniform Investment Adviser Law Examination 2014-12-16
  • S63 Uniform Securities Agent State Law Examination
    2015-03-14
  • S65 Uniform Investment Adviser Law Examination
    2014-12-16

View on SEC IAPD

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