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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-14 |
| MI | RA | APPROVED | 2010-10-20 |
Branch Locations
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 | Williamston | MI | 01/2005 | Present |
| Capital Asset Insurance Services | Haslett | MI | 01/2005 | 08/2017 |
| Capital Asset Advisory Services, Llc | Haslett | MI | 01/2005 | Present |
| Wfg Investments, Inc | Williamston | MI | 03/2015 | 08/2017 |
| Geneos Wealth Management, Inc. | Williamston | MI | 08/2017 | Present |
1) CAPITAL ASSET ADVISORY SERVICES LLC, - IAR under investment related business located at branch location 2) CAPITAL ASSET INSURANCE SERVICES, agent of Non -investment related fixed insurance business located at branch location 3) CG Insurance Services, agent of non-investment fixed insurance related business located at branch location 4) Capital Asset Advisory Services LLC - Holding Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-09 |
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