Renaurd Trent Reynolds | Financial Professional | Mesa, Arizona

Professional summary

Renaurd Trent Reynolds is a registered financial advisor currently at CORECAP ADVISORS located in Mesa, Arizona and CORECAP INVESTMENTS, LLC located in Mesa, Arizona.

Renaurd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Renaurd has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

R. Trent Reynolds, CPA; same as branch; non-inv rel; providing tax & accounting consulting services; Owner; start date=01/1994; hrs/mo=60; trading hrs/mo=60; perform the work or I supervise the work * Capital Choice Financial Services; same as branch; inv rel; insurance sales; Regional Marketing Director; start date=12/2009; hrs/mo=60; trading hrs/mo=60; life insurance sales and presentations, recruiting, consulting * Spartan Financial Group; same as branch; inv rel; sale of financial products; Sub contractor; start date=01/2017; hrs/mo=40; trading hrs/mo=160; sales of financial products * Guideline Wealth Management LLC; same as branch; inv rel; sale of financial products through Capital Choice Financial Services; Owner-Member; start date=01/2018; hrs/mo=40; trading hrs/mo=160; sale of financial products of Capital Choice Financial Services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renaurd Trent Reynolds's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

January 11, 2021 - Present

CORECAP ADVISORS

Office #1: 1910 S. Stapley Drive, Suite 221-243, Mesa, AZ 85204

RIA

CRD#: 158819

Mesa, AZ

Current

November 1, 2019 - Present

CORECAP INVESTMENTS, LLC

Office #1: 1910 S. Stapley Drive, Suite 221-243, Mesa, AZ 85204

BD

CRD#: 37068

Mesa, AZ

Past

June 21, 2017 - November 21, 2019

AMERITAS INVESTMENT COMPANY, LLC

BD

CRD#: 14869

PHOENIX, AZ

Past

March 6, 2012 - June 21, 2017

CCF INVESTMENTS, INC.

BD

CRD#: 136571

PHOENIX, AZ

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".

CA

CORECAP ADVISORS

CRD#: 158819 / SEC#: 801-72687

RIA

Registered Investment Advisory firm - (8/30/2011 Approved)

Illinois

Registered Investment Advisory firm - (6/21/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Alabama
(8/28/2024)

RR

Arizona
(11/1/2019)

IAR

Arizona
(1/11/2021)

RR

California
(5/5/2022)

RR

Colorado
(11/1/2019)

IAR

Colorado
(10/15/2024)

RR

Delaware
(2/6/2023)

RR

Florida
(5/25/2021)

RR

Georgia
(4/24/2024)

RR

Idaho
(1/18/2024)

RR

Kansas
(11/1/2019)

RR

Michigan
(3/16/2023)

RR

Missouri
(6/26/2024)

RR

Ohio
(4/1/2024)

IAR

Ohio
(4/8/2024)

RR

Oregon
(7/6/2023)

IAR

Oregon
(7/13/2023)

RR

Texas
(11/1/2019)

RR

Utah
(2/10/2022)

IAR

Utah
(10/15/2024)

RR

Virginia
(11/1/2019)

RR

Washington
(11/1/2019)

IAR

Washington
(4/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/23/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 3/12/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 6

Date: 3/5/2012

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

RR

FINRA

Current Firm

CA

CORECAP ADVISORS

CRD#: 158819 / SEC#: 801-72687

RIA

Registered Investment Advisory firm - (8/30/2011 Approved)

Illinois

Registered Investment Advisory firm - (6/21/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

27777 Franklin Road Suite 700, Southfield, MI 48034

Mailing Address

Phone number

(888) 296-3360

Established

Firm type

Fiscal year end

# of Employees

111

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CCA FORM ADV PART 2A MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	9,157
AUM (Assets Under Management)	$ 3,167,350,865

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.

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Advisor Monitoring

Firm Stability Insights

Renaurd T. Reynolds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renaurd Trent Reynolds's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORECAP INVESTMENTS, LLC

AMERITAS INVESTMENT COMPANY, LLC

CCF INVESTMENTS, INC.

Primary Firm SEC Registration

CORECAP ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/2020

Series 63

Date: 3/12/2012

SIE

Date: 10/1/2018

Series 6

Date: 3/5/2012

FINRA

Current Firm

CORECAP ADVISORS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORECAP ADVISORS

TRUST BUT VERIFY

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