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Avery Reese Markos

Corecap Advisors

Southfield, MI

Franklin, MI

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Current Employers
Corecap Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-10-14
  • MI RA
    APPROVED
    Since 2020-10-14

Branch Locations

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

30777 Telegraph Road, Franklin, MI 48025 • 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
Trifound Financial Llc Kalamazoo MI 06/2015 09/2019
Brokers International Financial Services, Llc. Kalamazoo MI 06/2018 01/2019
Ae Wealth Management, Llc Topeka KS 06/2019 01/2020
Corecap Advisors Southfield MI 10/2020 Present
Wealth Trac Financial Franklin MI 10/2019 Present
  • 06/2015 → 09/2019
    Trifound Financial Llc
    Kalamazoo, MI
  • 06/2018 → 01/2019
    Brokers International Financial Services, Llc.
    Kalamazoo, MI
  • 06/2019 → 01/2020
    Topeka, KS
  • 10/2020 → Present
    Southfield, MI
  • 10/2019 → Present
    Wealth Trac Financial
    Franklin, MI
Previous Registrations
Other Businesses

Wealth Trac Financial; Financial Advisor; Independent insurance sales; Approx. 160 hours per month; Approx. 160 hours per month during trading hours; similar clientele

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-06
  • S65 Uniform Investment Adviser Law Examination
    2017-01-06

View on SEC IAPD

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