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Parker Wine

Corecap Advisors

Glen Mills, PA

Southfield, MI

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Current Employers
Corecap Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-13
DE RA APPROVED 2026-04-08
MD RA APPROVED 2026-04-08
PA RA APPROVED 2026-04-08
  • NJ RA
    APPROVED
    Since 2026-04-13
  • DE RA
    APPROVED
    Since 2026-04-08
  • MD RA
    APPROVED
    Since 2026-04-08
  • PA RA
    APPROVED
    Since 2026-04-08

Branch Locations

51 Woodland Drive, Glen Mills, PA 19342 • 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
Sei Investments Oaks PA 06/2022 03/2026
Jim Mclean Golf Center Fort Worth TX 07/2016 08/2018
Lasalle University Philadelphia PA 09/2018 05/2022
Corecap Advisors, Llc Southfield MI 04/2026 Present
  • 06/2022 → 03/2026
    Sei Investments
    Oaks, PA
  • 07/2016 → 08/2018
    Jim Mclean Golf Center
    Fort Worth, TX
  • 09/2018 → 05/2022
    Lasalle University
    Philadelphia, PA
  • 04/2026 → Present
    Corecap Advisors, Llc
    Southfield, MI
Previous Registrations
Other Businesses

*Dan White & Associate, LLC; Retirement Planning Advisor; Insurance and Annuity sales; approx. 160 hours per month; approx. 120 hours per month during trading hours; similar clientele

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-15
  • S65 Uniform Investment Adviser Law Examination
    2024-03-15
Other Names
  • Parker Wine

View on SEC IAPD

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Other Offices

EDWARD JONES · CHADDS FORD, PA
KINGSVIEW WEALTH MANAGEMENT, LLC · West Chester, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Glen Mills, PA
OSAIC WEALTH, INC. · Glen Mills, PA
DT INVESTMENT PARTNERS, LLC · CHADDS FORD, PA
RBC CAPITAL MARKETS, LLC · CHADDS FORD, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Chadds Ford, PA
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