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Corecap Advisors CRD 158819
$3.99B regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2023-07-17 |
| CA | RA | APPROVED | 2021-11-23 |
| AL | RA | APPROVED | 2020-06-04 |
| NC | RA | APPROVED | 2016-09-22 |
Branch Locations
107 Kilmayne Drive Suite D, Cary, NC 27511 • United States
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affordable Insurance Network,Inc | Cary | NC | 08/1998 | Present |
SINCE 8/1998 I HAVE BEEN PRESIDENT/OWNER OF AFFORDABLE INSURANCE NETWORK, INC BASED AT 107-D KILMAYNE DRIVE, CARY NC 27511. I COMMIT 30-40 HOURS A MONTH TO THIS NON INVESTMENT-RELATED POSITION. SOLICIT INSURANCE BUSINESS AND ESTATE-PLANNING. SECURITIES BUSINESS OPPERTUNITIES ARISE FROM THESE ACTIVITIES AND ARE KEPT SEPARATE. TOVE REAL ESTATE LLC - LIMITED PARTNER - STARTED 1990 - 19.5% OWNER OF A FAMILY REAL ESTATE BUSINESS. RECEIVE COMPENSATION ANNUALLY AS A % OF NET RENTS AND/OR INTEREST PAYMENTS ON THE BUSINESS. Emerald Oak Productions, LLC; Cary, NC; Start 6/2018; Film Production - writing and production of film and TV projects and compensation is contingent upon production and includes preset (budgeted) payments in accordance with industry standards plus distribution residuals (if any) pursuant to industry (Write's Guide of America and Producer's Guide of America) standards; approximately 20 hours per month, not during trading hours; not-investment related;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-28 |
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