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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-04-22 |
Branch Locations
7422 Carmel Executive Park Drive Suite 320, Charlotte, NC 28226 • United States
148 E Grand River Ave., Williamston, MI 48895 • 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 |
|---|---|---|---|---|
| Steben & Company Inc | Gaithersburg | MD | 11/2014 | 03/2019 |
| Wealth Advisory Group | Williamston | MI | 03/2019 | Present |
| Geneos Wealth Mangement | Charlotte | NC | 04/2019 | 06/2020 |
1) WILL WORK AS A REGISTERED ASSISTANT FOR THE WEALTH ADVISORY GROUP LOCATED AT BRANCH LOCATION-40 HOURS PER WEEK. 2)CAPITAL ASSET ADVISORY SERVICES LLC-REGISTERED ASSISTANT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-03 |
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