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Richard Gray Adams

Cg Advisory Services

Williamston, MI

Charlotte, NC

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Current Employers
Cg Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-09-14
  • NC RA
    APPROVED
    Since 2017-09-14

Branch Locations

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

1927 S. Tryon Street Suite 106, Charlotte, NC 28203 • 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
OrganizationCityStateFromTo
Cg Financial Services Charlotte NC 04/2015 05/2018
Wfg Investments, Inc. Charlotte NC 06/2016 09/2017
Geneos Wealth Management Charlotte NC 09/2017 05/2018
Capital Asset Advisory Services Haslett MI 09/2017 05/2018
Geneos Wealth Management Charlotte NC 05/2018 Present
Cg Financial Services Of North Carolina Charlotte NC 05/2018 Present
Capital Asset Advisory Services Llc Charlotte NC 05/2018 Present
  • 04/2015 → 05/2018
    Cg Financial Services
    Charlotte, NC
  • 06/2016 → 09/2017
    Wfg Investments, Inc.
    Charlotte, NC
  • 09/2017 → 05/2018
    Geneos Wealth Management
    Charlotte, NC
  • 09/2017 → 05/2018
    Capital Asset Advisory Services
    Haslett, MI
  • 05/2018 → Present
    Geneos Wealth Management
    Charlotte, NC
  • 05/2018 → Present
    Cg Financial Services Of North Carolina
    Charlotte, NC
  • 05/2018 → Present
    Capital Asset Advisory Services Llc
    Charlotte, NC
Other Businesses

1)DBA:CG FINANCIAL SERVICES of NORTH CAROLINA located at branch location-55 hours per week. 2) RIA: CAPITAL ASSET ADVISORY SERVICES- IAR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-04
  • S66 Uniform Combined State Law Examination
    2016-10-04
Other Names
  • Richard Gray Adams

View on SEC IAPD

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HANTZ FINANCIAL SERVICES, INC.

Other Investors

JEFFREY DALE GORSLINE
ANDREW JONATHAN NUTTER
MICHAEL DUANE GORSLINE
Cooper Michael Gross
Robert E Phifer
PARKE GRANT PETERSEN
Nathan Zolynsky
Jia Min

Other Offices

EVERGREEN WEALTH MANAGEMENT, LLC · WILLIAMSTON, MI
EDWARD JONES · WILLIAMSTON, MI
CG ADVISORY SERVICES · WILLIAMSTON, MI
PRINCIPAL SECURITIES, INC. · Williamston, MI
EDWARD JONES · WILLIAMSTON, MI
CG ADVISORY SERVICES · Williamston, MI
CG ADVISORY SERVICES · Williamston, MI
J.P. MORGAN SECURITIES LLC · OKEMOS, MI

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