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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-26 |
Branch Locations
2723 S State Street Suite 350, Ann Arbor, MI 48104 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor | MI | 03/2015 | 09/2023 |
| Bank Of America, N.A. | Ann Arbor | MI | 06/2015 | 09/2023 |
| Evangelista & Associates | Ann Arbor | MI | 09/2023 | Present |
| Cg Advisory Services | Haslett | MI | 09/2023 | Present |
| Lpl Financial Llc | Ann Arbor | MI | 10/2023 | Present |
1) 10/05/2023 - Evangelista & Associates - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 10/05/2023 - NOTARY - Non investment related - Start date: 8/9/2023. 3) 10/24/2023 - CG Advisory Services - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 9/18/2023 - 160 Hours Per Month/ 40 Hours During Trading - I provide investment advisory services through CG Advisory Services, an independent investment advisor firm. I started this business activity in 09/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 11/09/2023 - Evangelista & Associates- Registered Investment Advisor DBA- IAR- Investment Related - At Reported Business Location(s) - Start Date 9/18/2023 - 160 Hours Per Month/ 40 Hours During Trading 5) 09/16/2024 - CG Advisory Services - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 9/18/2023 - 160 Hours Per Month/ 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-18 |
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