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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-15 |
| FL | RA | APPROVED | 2025-08-26 |
| OH | RA | APPROVED | 2025-05-08 |
Branch Locations
111 S Broad Street - Suite 7, Canfield, OH 44406 • United States
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Bank - Formerly Home Savings Bank | Youngstown | OH | 03/2018 | 04/2025 |
| Huntington National Bank | Austintown | OH | 12/2013 | 12/2017 |
| Lpl Financial Llc | Youngstown | OH | 08/2022 | 04/2025 |
| Corecap Investments, Llc | Southfield | MI | 05/2025 | Present |
| Corecap Advisors, Llc | Southfield | MI | 05/2025 | Present |
* Capital Choice Financial Services; annuity and life insurance sales; approx. 160 hours per month; approx. 120 hours per month during trading hours; similar clientele * Notary - State of OH; approx. 4 hours per month; approx. 1 hour per month during trading hours * Mill Creek Woods HOA - Vice President; Self-managed HOA; approx. 10 hours per month; approx. 4 hours per month during trading hours;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-17 |
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