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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-19 |
| WI | RA | APPROVED | 2025-08-05 |
| MO | RA | APPROVED | 2025-01-21 |
| NC | RA | APPROVED | 2024-03-18 |
| NY | RA | APPROVED | 2024-02-21 |
| AL | RA | APPROVED | 2023-09-26 |
| OH | RA | APPROVED | 2023-03-16 |
| AZ | RA | APPROVED | 2023-02-13 |
| NV | RA | APPROVED | 2023-01-19 |
| SC | RA | APPROVED | 2023-01-11 |
| WA | RA | APPROVED | 2022-10-20 |
| FL | RA | APPROVED | 2022-09-26 |
| PA | RA | APPROVED | 2022-09-23 |
| IN | RA | APPROVED | 2022-09-22 |
| TX | RA | APPROVED_RES | 2022-09-15 |
| KY | RA | APPROVED | 2022-08-29 |
| IL | RA | APPROVED | 2022-08-19 |
| AR | RA | APPROVED | 2022-08-17 |
| HI | RA | APPROVED | 2022-08-17 |
| CA | RA | APPROVED | 2022-08-16 |
| CO | RA | APPROVED | 2022-08-16 |
| MI | RA | APPROVED | 2022-08-16 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
41000 Seven Mile Road Suite 105, Northville, MI 48167 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Southfield | MI | 08/2016 | 11/2018 |
| Michigan Financial Companies | Southfield | MI | 07/2016 | 06/2019 |
| Royal Alliance Associates, Inc. | Southfield | MI | 11/2018 | 06/2019 |
| Financial Strategies Group, Inc. | Okemos | MI | 06/2019 | 08/2022 |
| Corecap Advisors, Llc | Southfield | MI | 08/2022 | Present |
| True North Advisors | Northville | MI | 08/2022 | Present |
True North Advisors; Insurance Agent/Advisor; Sales of other fixed business (such as life insurance and annuity business); approx. 20 hours per week; approx. 20 hours per week during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-20 |
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