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Current Employers
Corecap Advisors

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-08
  • OH RA
    APPROVED
    Since 2026-01-08

Branch Locations

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

315 N Leavitt Road, Amherst, OH 44001 • 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
Pruco Securities Llc Columbus OH 08/2023 11/2024
Target Avon OH 08/2023 09/2023
Nations Lending Independence OH 11/2022 12/2022
None Cleveland OH 12/2022 08/2023
None Cleveland OH 08/2021 05/2022
None Cleveland OH 05/2022 11/2022
American Global Heirs Search Cleveland OH 08/2019 08/2021
None Avon/Cleveland OH 01/2013 08/2019
The Prudential Insurance Company Of America Columbus OH 02/2024 01/2026
Lpl Enterprise, Llc Columbus OH 11/2024 01/2026
Corecap Investments, Llc Southfield MI 01/2026 Present
Corecap Advisors, Llc Southfield MI 01/2026 Present
Skolnik Retirement Solutions Amherst OH 01/2026 Present
  • 08/2023 → 11/2024
    Columbus, OH
  • 08/2023 → 09/2023
    Target
    Avon, OH
  • 11/2022 → 12/2022
    Nations Lending
    Independence, OH
  • 12/2022 → 08/2023
    None
    Cleveland, OH
  • 08/2021 → 05/2022
    None
    Cleveland, OH
  • 05/2022 → 11/2022
    None
    Cleveland, OH
  • 08/2019 → 08/2021
    American Global Heirs Search
    Cleveland, OH
  • 01/2013 → 08/2019
    None
    Avon/Cleveland, OH
  • 02/2024 → 01/2026
    The Prudential Insurance Company Of America
    Columbus, OH
  • 11/2024 → 01/2026
    Columbus, OH
  • 01/2026 → Present
    Corecap Investments, Llc
    Southfield, MI
  • 01/2026 → Present
    Corecap Advisors, Llc
    Southfield, MI
  • 01/2026 → Present
    Skolnik Retirement Solutions
    Amherst, OH
Previous Registrations
Other Businesses

*Skolnik Retirement Solutions; Financial Advisor; Insurance and Annuity sales; approx. 160 hours per month; approx. 140 hours per month during trading hours; similar clientele

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-06
  • S66 Uniform Combined State Law Examination
    2024-01-06

View on SEC IAPD

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