Wyatt Smith

Current Employers

Employment History

• 08/2020 → 01/2023
  Plante Moran Financial Advisors
  Detroit, MI
• 04/2020 → 08/2020
  Unemployed
  Warren, MI
• 09/2019 → 04/2020
  Western Michigan University Dining
  Kalamazoo, MI
• 08/2017 → 04/2020
  Western Michigan University
  Kalamazoo, MI
• 05/2018 → 08/2018
  Serv-U Success
  Warren, MI
• 08/2014 → 05/2017
  Macomb Community College
  Warren, MI
• 12/2013 → 08/2017
  City Of Warren
  Warren, MI
• 01/2023 → 08/2023
  Evangelista And Associates
  Ann Arbor, MI
• 03/2023 → Present
  Cg Financial
  Haslett, MI
• 08/2023 → Present
  Lpl Financial Llc
  Ann Arbor, MI

Previous Registrations

• 2021-05-29 → 2023-01-23
  Plante Moran Financial Advisors
  Detroit, MI

Other Businesses

1- 05/2023 / Evangelista & Associates / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRS Mnth/40 HRS During Trading /100 Time Spnt Prcnt 2- 01/02/2024 - CG Advisory Services - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/27/2023 - 160 Hours Per Month/ 40 Hours During Trading 3- 01/02/2024 - Evangelista & Associates - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/27/2023 - 160 Hours Per Month/ 40 Hours During Trading 4- 01/02/2024 - CG Advisory Services - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/27/2023 - 160 Hours Per Month/ 40 Hours During Trading - I provide investment advisory services through CG Advisory Services, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 160 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-09-23
• S65 Uniform Investment Adviser Law Examination
  2021-05-28

Designations

Other Names

• Wyatt Joseph Smith