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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-24 |
Branch Locations
715 E. Frank Street, Caro, MI 48723 • United States
148 E Grand River Ave., Williamston, MI 48895 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson, Tuckey, Bernhardt & Doran, Pc | Caro | MI | 12/1977 | Present |
| Capital Asset Advisory Services, Llc | Caro | MI | 01/2008 | Present |
| Wfg Investments, Inc. | Caro | MI | 05/2014 | 08/2017 |
| Geneos Wealth Management, Inc | Caro | MI | 09/2017 | Present |
1)DBA: CG FINANCIAL SERVICES OF CARO, LLC,-non investment related business located at branch location. 2)CAPITAL ASSET ADVISORY SERVICES, LLC.-IAR under investment related business located at branch location. 3)ANDERSON, TUCKEY, BERNHARDT & DORAN, PC-NON-INVESTMENT RELATED, CPA FIRM, EMPLOYEE. OWNERSHIP ended January 2024. 4)HARBOR BAY CONDO ASSOC-BOARD OF DIRECTORS/MEMBER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-10 |
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