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Advisor at CORECAP ADVISORS
SOUTHFIELD, MI | Amherst, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CORECAP ADVISORS | Bd affiliated wealth | Jan 8, 2026 | n/a | yes | SOUTHFIELD, MI|Amherst, OH | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Nov 14, 2024 | Jan 14, 2026 | no | INDEPENDENCE, OH|COLUMBUS, OH | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jan 6, 2024 | Nov 14, 2024 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | CORECAP ADVISORS | Jan 14, 2026 | Jan 8, 2026 | -6 | Firm change | Ibd to ibd |
| PRUCO SECURITIES, LLC | LPL ENTERPRISE, LLC | Nov 14, 2024 | Nov 14, 2024 | 0 | Bulk transfer | Ibd to new firm |