DFX Intelligence
Advisors
Advisors registered through Corecap AdvisorsAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
117 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Michael Henry Tove | Corecap Advisors BD affiliated | Southfield, Mi | Sep 22, 2016 | 28 y | 0 | 4 |
| Aaron Keith Ulrich | Corecap Advisors BD affiliated | Southfield, Mi | Dec 15, 2025 | 18 y | 12 | 1 |
| Christopher Frank Villwock dual registrant | Corecap Advisors BD affiliated | Southfield, Mi | Mar 6, 2017 | 18 y | 0 | 2 |
| B•••• S•••••• V•••• dual registrant | C•••••• A••••••• BD affiliated | Glendale, Az | Dec 20, 2019 | 11 y | 2 | 6 |
| J•••• A••••• V••••• dual registrant | C•••••• A••••••• BD affiliated | Southfield, Mi | May 6, 2024 | 20 y | 0 | 2 |
| C••••••••• M• W•••• dual registrant | C•••••• A••••••• BD affiliated | Phoenix, Az | Apr 22, 2021 | 14 y | 0 | 4 |
| D••••• A•••• W••••••••• Certified Financial Planner · dual registrant | C•••••• A••••••• BD affiliated | Southfield, Mi | Feb 1, 2021 | 18 y | 4 | 13 |
| R•••• P• W••••••• dual registrant | C•••••• A••••••• BD affiliated | Missoula, Mt | Jun 20, 2016 | 28 y | 2 | 13 |
| D••••• A• W•••• Chartered Financial Consultant | C•••••• A••••••• BD affiliated | Glen Mills, Pa | Jan 14, 2025 | 39 y | 0 | 12 |
| C•••• T••• W•••• | C•••••• A••••••• BD affiliated | Southfield, Mi | Mar 10, 2015 | 32 y | 3 | 3 |
| S••••• W••••••• | C•••••• A••••••• BD affiliated | Southfield, Mi | Aug 16, 2022 | 10 y | 2 | 22 |
| P••••• W••• | C•••••• A••••••• BD affiliated | Southfield, Mi | Apr 8, 2026 | 10 y | 1 | 4 |
| B•••• W••••• Certified Financial Planner | C•••••• A••••••• BD affiliated | Glen Mills, Pa | Nov 17, 2023 | 27 y | 2 | 17 |
| A••••• P••• W••• | C•••••• A••••••• BD affiliated | Middletown, De | Nov 16, 2018 | 17 y | 1 | 5 |
| A•••• E••••• W•••••• | C•••••• A••••••• BD affiliated | Southfield, Mi | Jan 22, 2016 | 15 y | 1 | 1 |
| P••••••••• G••••• Y••••••••• | C•••••• A••••••• BD affiliated | Virginia Beach, Va | Jul 31, 2020 | 12 y | 0 | 2 |
| C••••••••• Z••••••••• dual registrant | C•••••• A••••••• BD affiliated | Scottsdale, Az | Jul 8, 2026 | 12 y | 2 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 3 of 3Previous