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JC

Joel D. Corush

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CRD#: 1185569
JC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joel David Corush was a registered financial professional .

Joel is a previously registered financial professional and started their career in finance in 1983. Joel had worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 1, 2014 - November 11, 2016

SPC

RIA
CRD#: 110692
VILLAGE OF LAKEWOOD, IL
Past

March 31, 2014 - November 11, 2016

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
Village of Lakewood, IL
Past

July 1, 2011 - March 31, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
CRYSTAL LAKE, IL
Past

July 1, 2011 - March 31, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
CRYSTAL LAKE, IL
Past

January 11, 2010 - July 6, 2011

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
CRYSTAL LAKE, IL
Past

January 4, 2010 - July 6, 2011

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CRYSTAL LAKE, IL
Past

May 4, 2007 - November 30, 2009

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
CRYSTAL LAKE, IL
Past

May 4, 2007 - November 30, 2009

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
CRYSTAL LAKE, IL
Past

January 14, 2004 - May 7, 2007

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
CRYSTAL LAKE, IL
Past

January 2, 2004 - May 4, 2007

INVESTACORP, INC.

BD
CRD#: 7684
CRYSTAL LAKE, IL
Past

June 11, 2003 - February 20, 2004

STRATEGIC ADVISORS OF ILLINOIS

RIA
CRD#: 113906
CRYSTAL LAKE, IL
Past

January 15, 2003 - May 15, 2003

DORION-GRAY RETIREMENT PLANNING, INC.

RIA
CRD#: 114390
CRYSTAL LAKE, IL
Past

June 18, 2002 - December 31, 2003

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

July 12, 1999 - June 18, 2002

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

May 3, 1993 - August 3, 1999

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

November 11, 1988 - April 30, 1993

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

April 13, 1987 - November 10, 1988

INVESTACORP, INC.

BD
CRD#: 7684
Past

July 21, 1986 - April 22, 1987

EASTER KRAMER GROUP SECURITIES, INC.

BD
CRD#: 15318
Past

September 25, 1985 - September 16, 1986

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

January 7, 1985 - October 15, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

March 9, 1984 - December 5, 1984

LEHMAN BROTHERS DISTRIBUTORS INC.

BD
CRD#: 8441
Past

January 12, 1984 - January 28, 1985

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
Past

September 22, 1983 - March 27, 1984

COMMVEST SECURITIES,INC.

BD
CRD#: 13500

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP

CRD#: 110692 / SEC#: 801-20404

RIA
Registered Investment Advisory firm - (1/11/1984 Approved)
Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)
Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)
California
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)
Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)
Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)
Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)
New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)
New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)
Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)
Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/15/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/14/1997
General Securities Principal Examination

Current Firm


SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP

CRD#: 110692 / SEC#: 801-20404

RIA
Registered Investment Advisory firm - (1/11/1984 Approved)
Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)
Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)
California
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)
Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)
Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)
Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)
New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)
New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)
Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)
Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)
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Contact information


Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SPC FORM ADV WRAP FEE PROGRAM BROCHURE (3/20/2025)

Regulatory assets under management


Total Number of Accounts26,544
AUM (Assets Under Management)$ 5,655,661,675

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SPC

CRD#: 110692

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