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Advisor at CORECAP ADVISORS
SOUTHFIELD, MI | Glen Mills, PA
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 | Apr 8, 2026 | n/a | yes | Glen Mills, PA|SOUTHFIELD, MI | Current employment |
| SEI INVESTMENTS MANAGEMENT CORP | Mixed wealth | Mar 15, 2024 | Mar 10, 2026 | no | OAKS, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | CORECAP ADVISORS | Mar 10, 2026 | Apr 8, 2026 | 29 | Firm change | RIA to ibd |