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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-07-21 |
| NC | RA | APPROVED | 2014-01-09 |
| MI | RA | APPROVED | 2010-08-06 |
Branch Locations
148 E Grand River Ave., Williamston, MI 48895 • United States
1927 S. Tyron Street Suite 106, Charlotte, NC 28203 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services | Haslett | MI | 10/2001 | Present |
| Capital Asset Insurance Services | Haslett | MI | 10/2001 | 08/2017 |
| Cg Financial Services | Haslett | MI | 10/2001 | Present |
| Wfg Investments, Inc. | Williamston | MI | 05/2015 | 08/2017 |
| Geneos Wealth Management Inc | Haslett | MI | 08/2017 | 02/2019 |
1.)CAPITAL ASSET ADVISORY SERVICES LLC - Owner/IAR of investment related business located at branch location. 2.)CAPITAL ASSET INSURANCE SERVICES - owner of non-investment fixed insurance related business located at branch location. 3.)DBA:CG FINANCIAL SERVICES - non investment related business located at branch location. 4.) CG Insurance Services- owner of non-investment related fixed insurance agency located at branch location. 5)CAAS Inc - Holding Company/Owner 6)Capital Asset Properties - Real Estate owner 7)CG HOLDINGS INC - Owner 8)WEALTH ADVISORY GROUP - Owner/Back Office Services. 9)CGFS REAL ESTATE HOLDINGS LLC-OWNER/COMMERCIAL REAL ESTATE HOLDING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-18 |
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