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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-28 |
| NH | RA | APPROVED | 2026-01-16 |
| AZ | RA | APPROVED | 2025-04-22 |
| CA | RA | APPROVED | 2024-06-27 |
| WV | RA | APPROVED | 2024-05-29 |
| OH | RA | APPROVED | 2024-05-25 |
| ME | RA | APPROVED | 2023-12-22 |
| FL | RA | APPROVED | 2023-12-07 |
| TX | RA | APPROVED_RES | 2023-12-07 |
| NJ | RA | APPROVED | 2023-12-01 |
| SC | RA | APPROVED | 2023-11-30 |
| DE | RA | APPROVED | 2023-11-27 |
| NC | RA | APPROVED | 2023-11-27 |
| NV | RA | APPROVED | 2023-11-20 |
| PA | RA | APPROVED | 2023-11-20 |
| MD | RA | APPROVED | 2023-11-17 |
Branch Locations
51 Woodland Drive, Glen Mills, PA 19342 • United States
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard | Malvern | PA | 02/1999 | 10/2019 |
| Bdfs Capital Llc | Rehoboth Beach | DE | 10/2021 | 02/2022 |
| Black Diamond Financial Solutions | Rehoboth Beach | DE | 10/2021 | 02/2022 |
| N/A | West Chester | PA | 10/2019 | 10/2021 |
| Dan White & Associates | Glen Mills | PA | 10/2023 | Present |
| Unemployed | Westchester | PA | 02/2022 | 10/2023 |
| Corecap Advisors, Llc | Southfield | MI | 11/2023 | Present |
*Rental properties (3); Investment-related; Landlord/Owner; Approximate number of hours/month you devote to the other business: 10; Number of hours you devote during securities trading hours: 0 *Dan White & Associates; Independent Insurance Agent; Insurance and annuity 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 | 2007-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-23 |
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