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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-18 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
5151 E Broadway, Suite 750, Tuscon, AZ 85711 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Dallas | TX | 06/2012 | 10/2016 |
| Texas Private Wealth | Dallas | TX | 01/2012 | 09/2019 |
| Rjp Estate Planning | Tuscon | AZ | 06/2020 | Present |
| Corecap Advisors, Llc | Southfield | MI | 06/2026 | Present |
| Unemployed | Tuscon | AZ | 10/2019 | 05/2020 |
| Lpl Financial Llc | Dallas | TX | 10/2016 | 12/2017 |
*RJP Estate Planning; Senior Planning Consultant / Licensed Insurance Agent; Fixed Indexed Annuities/Insurance sales; approx. 100 hours per month; approx. 90 hours per month during trading hours; similar clientele *Park Upfront, LLC; Co-Founder; Free Mobile app for car enthusiasts for charity events; approx. 4 hours per month; approx. 0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-25 |
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