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Current Employers
Cg Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-10-26
  • MI RA
    APPROVED
    Since 2021-10-26

Branch Locations

2950 S. State Street, Suite 340, Ann Arbor, MI 48104 • United States

148 E Grand River Ave., Williamston, MI 48895 • 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
Geneos Wealth Management Ann Arbor MI 08/2017 01/2020
Evangelista & Associates Ann Arbor MI 05/2017 01/2020
Focus Financial Group Southfield MI 06/2016 04/2017
Central Michigan University Mount Pleasant MI 08/2013 05/2017
Geneos Wealth Management Ann Arbor MI 01/2020 04/2023
Evangelista & Associates Ann Arbor MI 01/2020 Present
Lpl Financial Llc Ann Arbor MI 04/2023 Present
  • 08/2017 → 01/2020
    Geneos Wealth Management
    Ann Arbor, MI
  • 05/2017 → 01/2020
    Evangelista & Associates
    Ann Arbor, MI
  • 06/2016 → 04/2017
    Focus Financial Group
    Southfield, MI
  • 08/2013 → 05/2017
    Central Michigan University
    Mount Pleasant, MI
  • 01/2020 → 04/2023
    Geneos Wealth Management
    Ann Arbor, MI
  • 01/2020 → Present
    Evangelista & Associates
    Ann Arbor, MI
  • 04/2023 → Present
    Lpl Financial Llc
    Ann Arbor, MI
Previous Registrations
Other Businesses

1) 4/2023 - EVANGELISTA & ASSOCIATES / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 04/13/2023 - Capital Asset Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 01/01/2020 - 128 Hours Per Month/ 32 Hours During Securities Trading - Time Spent 80% - I provide investment advisory services through Capital Asset Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 128 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) 04/13/2023 - CG Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 01/01/2020 - 0 Hours Per Month/ 0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-22
  • S66 Uniform Combined State Law Examination
    2017-12-22
Designations
Other Names
  • Allison Marie Muether

View on SEC IAPD

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