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Current Employers
Corecap Advisors

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-15
IL RA APPROVED 2026-06-30
NC RA APPROVED 2026-06-29
VA RA APPROVED 2026-06-05
CA RA APPROVED 2024-08-05
MD RA APPROVED 2024-04-09
PA RA APPROVED 2024-04-09
OH RA APPROVED 2022-11-16
  • FL RA
    APPROVED
    Since 2026-07-15
  • IL RA
    APPROVED
    Since 2026-06-30
  • NC RA
    APPROVED
    Since 2026-06-29
  • VA RA
    APPROVED
    Since 2026-06-05
  • CA RA
    APPROVED
    Since 2024-08-05
  • MD RA
    APPROVED
    Since 2024-04-09
  • PA RA
    APPROVED
    Since 2024-04-09
  • OH RA
    APPROVED
    Since 2022-11-16

Branch Locations

5164 Normandy Park Drive, Suite 100, Medina, OH 44256 • 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
Medina County Domestic Relations Court Medina OH 06/2016 08/2022
Cooper, Adel, Vu Tax, Llc Medina OH 08/2022 Present
Corecap Investments, Llc Southfield MI 09/2022 Present
Corecap Advisors, Llc Southfield MI 09/2022 Present
Cooper Adel Vu & Associates, Lpa Medina OH 08/2022 09/2024
Cooper, Adel, Vu Financial Centerburg OH 09/2022 Present
  • 06/2016 → 08/2022
    Medina County Domestic Relations Court
    Medina, OH
  • 08/2022 → Present
    Cooper, Adel, Vu Tax, Llc
    Medina, OH
  • 09/2022 → Present
    Corecap Investments, Llc
    Southfield, MI
  • 09/2022 → Present
    Corecap Advisors, Llc
    Southfield, MI
  • 08/2022 → 09/2024
    Cooper Adel Vu & Associates, Lpa
    Medina, OH
  • 09/2022 → Present
    Cooper, Adel, Vu Financial
    Centerburg, OH
Other Businesses

*Cooper, Adel, Vu Tax, LLC; IRS Enrolled Agent that assists clients of Cooper, Adel, Vu Tax, LLC in tax meetings and reviews, tax return preparations and explanations, and providing general tax advice; Approx. 10 hours per month; Approx. 5 hours per month during trading hours; similar clientele

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-23
  • S66 Uniform Combined State Law Examination
    2022-09-23

View on SEC IAPD

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