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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-01-19 |
Branch Locations
148 E Grand River Ave., Williamston, MI 48895 • United States
148 Grand River Ave Suite 213, Williamston, MI 48895 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lyft | Detroit | MI | 06/2016 | 09/2016 |
| Wfg Investments | Midland | MI | 07/2016 | 08/2017 |
| Cg Financial Services | Williamston | MI | 04/2015 | Present |
| Northwood University | Midland | MI | 08/2013 | 05/2017 |
| Geneos Wealth Management | Williamston | MI | 08/2017 | 04/2023 |
| Capital Asset Advisory Services, Llc | Williamston | MI | 04/2016 | Present |
1) CG Financial, Investment Related, 148 E. Grand River Ave, Williamston, MI, 48895, DBA for as Investment Advisor Representative, 04/2015, 120 Hours Per Month, 120 Hours Per Month During Trading Hours, Investment Advisor Representative 2) Capital Asset Insurance Services, Non-Investment Related, Producer, 10/2017, 80 Hours per Month, 50 Hours Per Month during trading hours, Insurance Sales with Various Carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-18 |
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