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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-15 |
| PA | RA | APPROVED | 2021-01-15 |
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 |
|---|---|---|---|---|
| Ccf Investments, Inc. | Greensboro | GA | 01/2006 | 06/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 10/2019 |
| Capital Choice Financial Services | Greensboro | GA | 08/2002 | Present |
| Ankrom Tax Preparation | Canfield | OH | 01/1992 | Present |
| Corecap Investments, Llc | Southfield | MI | 10/2019 | Present |
| Corecap Advisors, Llc | Southfield | MI | 01/2021 | Present |
CAPITAL CHOICE FINANCIAL SERVICES; SAME AS BRANCH; INV REL; LIFE INSURANCE, INDEXED ANNUITY, FIXED ANNUITY SALES; AGENT; START DATE=8/2002; HRS/MO=80; TRADING HRS/MO=40; LIFE INSURANCE AND ANNUITY SALES * ANKROM TAX PREPARATION; SAME AS BRANCH; NON-INV REL; INCOME TAX PREPARATION; TAX PREPARER/OWNER; START DATE=01/1992; HRS/MO=20; TRADING HRS/MO=20; PREPARE INCOME TAX RETURNS, REVIEW WITH THE CLIENT AND EFILE TO THE IRS JANUARY THROUGH APRIL ANNUALLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-21 |
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