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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-17 |
| WA | RA | APPROVED | 2025-09-03 |
| FL | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-02-19 |
| CA | RA | APPROVED | 2025-02-14 |
| HI | RA | APPROVED | 2025-02-14 |
| IN | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED | 2025-02-14 |
Branch Locations
200 N Harbor Blvd, Suite 100, Fullerton, CA 92832 • 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 |
|---|---|---|---|---|
| Goldline Financial | Fullerton | CA | 01/2016 | 02/2025 |
| Corecap Advisors, Llc | Southfield | MI | 02/2025 | Present |
*National Life Group; Insurance Producer; Life Insurance Sales; approx. 10 hours per month; approx. 10 hours per month during trading hours; similar clientele *Cavalier Associates; Insurance Producer; Life Insurance Sales; approx. 10 hours per month; approx. 10 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-17 |
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