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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-24 |
| TN | RA | APPROVED | 2025-07-09 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
4841 Hixson Pike Suite C, Hixson, TN 37343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcwilliams Smith And Gold | Chattanooga | TX | 01/2017 | 09/2017 |
| The Law Office Of Ryan C Smith Pc | Signal Mountain | TN | 10/2015 | 01/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2017 | 04/2018 |
| Northwestern Mutual Investment Services Llc | Chattanooga | TN | 09/2017 | 04/2018 |
| Corecap Advisors, Llc | Southfield | MI | 07/2025 | Present |
| Next Frontier Estate Planning Pllc | Chattanooga | TN | 04/2024 | Present |
| Ryan Smith Legal And Insurance Services | Chattanooga | TN | 08/2018 | Present |
| National Insurance Service | Memphis | TN | 04/2018 | Present |
*Next Frontier Estate Planning PLLC; President/Attorney; Estate Planning Law Firm; approx. 60 hours per month; approx. 60 hours per month during trading hours; similar clientele *National Insurance Services; Vice President; Agent/Administrator for a large group long-term disability insurance policy; approx. 32 hours per month; approx. 32 hours per month during trading hours; *Blue Bridge Insurance Group; Independent insurance agent selling life insurance and annuity products; approx. 35 hours per month; approx. 35 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-24 |
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