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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-08 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
5407 Trillium Blvd, #250, Hoffman Estates, IL 60192 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sis Financial Group | Hoffman Estates | IL | 12/2023 | Present |
| Corecap Advisors, Llc | Southfield | MI | 07/2024 | Present |
| Student | Arlington Heights | IL | 08/2012 | 05/2019 |
| Student | Fort Collins | CO | 05/2019 | 05/2023 |
| Ubs | Fort Collins | CO | 08/2022 | 06/2023 |
| Unemployed | Arlington Heights | IL | 07/2023 | 11/2023 |
*SIS Financial Group; Associate Advisor; Insurance and annuity sales along with providing inside sales support, various operational support, and deliver optimal client service; approx. 114 hours per month; approx. 112 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-03 |
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