Matthew Patrick Oneil

Current Employers

Cg Advisory Services

148 E Grand River Ave., Williamston, MI 48895 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-11-08
NJ	RA	APPROVED	2012-03-12
NC	RA	APPROVED	2012-03-12

TX RA
APPROVED

Since 2016-11-08
NJ RA
APPROVED

Since 2012-03-12
NC RA
APPROVED

Since 2012-03-12

Branch Locations

Matthews, NC • United States

148 E Grand River Ave., Williamston, MI 48895 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cg Financial Services	Charlotte	NC	05/2007	02/2024
Cg Advisory Services	Williamston	MI	03/2012	Present
Wfg Investments, Inc.	Charlotte	NC	03/2015	08/2017
Geneos Wealth Management Inc	Charlotte	NC	09/2017	04/2023
O'NEil Wealth	Charlotte	NC	02/2024	Present

05/2007 → 02/2024

Cg Financial Services

Charlotte, NC
03/2012 → Present

Cg Advisory Services

Williamston, MI
03/2015 → 08/2017

Wfg Investments, Inc.

Charlotte, NC
09/2017 → 04/2023

Geneos Wealth Management Inc

Charlotte, NC
02/2024 → Present

O'NEil Wealth

Charlotte, NC

Other Businesses

1) IAR registered with RIA CAAS LLC DBA CG Advisory Services. 2) Capital Asset Insurance Services (CAIS) - offers fixed insurance through non investment related business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-03-05
S63	Uniform Securities Agent State Law Examination	2007-08-24

S65 Uniform Investment Adviser Law Examination

2012-03-05
S63 Uniform Securities Agent State Law Examination

2007-08-24

Designations

Other Names

Matthew Oneil

View on SEC IAPD