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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-04-12 |
Branch Locations
148 E Grand River Ave., Williamston, MI 48895 • 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 |
|---|---|---|---|---|
| Cg Financial Services | Haslett | MI | 06/2015 | 05/2018 |
| Wfg Investments, Inc. | Haslett | MI | 09/2015 | 08/2017 |
| Capital Asset Advisory Services, Llc | Haslett | MI | 04/2016 | Present |
| Geneos Wealth Management | Haslett | MI | 08/2017 | 01/2018 |
| Geneos Wealth Managment Inc | Haslett | MI | 01/2018 | 07/2019 |
| Cg Financial Services | Haslett | MI | 05/2018 | Present |
1)RIA -CAPITAL ASSET ADVISORY SERVICES - will work as an IAR - Investment related business located at branch location 2)DBA -CG FINANCIAL SERVICES - non investment related business located at branch location. 3)Independent Rep with various insurance carriers for fixed insurance business through CG Insurance Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-25 |
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