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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-10-14 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
30777 Telegraph Road, Franklin, MI 48025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
Wealth Trac Financial; Financial Advisor; Independent insurance sales; Approx. 160 hours per month; Approx. 160 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-06 |
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