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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-05 |
| MI | RA | APPROVED | 2024-04-25 |
| CA | RA | APPROVED | 2024-02-13 |
| NV | RA | APPROVED | 2023-08-14 |
| IN | RA | APPROVED | 2023-07-14 |
| TX | RA | APPROVED | 2023-07-14 |
| FL | RA | APPROVED | 2023-06-01 |
| OH | RA | APPROVED | 2022-05-10 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
315 N. Leavitt Road, Amherst, OH 44001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corecap Advisors, Llc | Southfield | MI | 05/2022 | Present |
| Skolnik Retirement Solutions | Amherst | OH | 03/2022 | Present |
| Bonefish Systems | Amherst | OH | 05/2021 | 03/2022 |
| Ohio State University | Columbus | OH | 08/2017 | 05/2021 |
| Student | Amherst | OH | 05/2012 | 08/2017 |
Skolnik Retirement Solutions; Executive Producer; Selling of insurance and annuity products; approx. 160 hours per month; approx. 160 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-28 |
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