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Current Employers
Cg Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-12-06
  • VA RA
    APPROVED
    Since 2023-12-06

Branch Locations

9100 Arboretum Pkwy., Suite 300, North Chesterfield, VA 23236 • 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
Young Life Spartanburg SC 08/2016 08/2021
Cg Advisory Services Dba Cg Financial Services Haslett MI 08/2021 01/2023
Verus Financial Partners Richmond VA 01/2023 11/2023
Cg Advisory Services Haslett MI 11/2023 Present
Lumos Wealth Advisors North Chesterfield VA 11/2023 Present
  • 08/2016 → 08/2021
    Young Life
    Spartanburg, SC
  • 08/2021 → 01/2023
    Cg Advisory Services Dba Cg Financial Services
    Haslett, MI
  • 01/2023 → 11/2023
    Richmond, VA
  • 11/2023 → Present
    Haslett, MI
  • 11/2023 → Present
    Lumos Wealth Advisors
    North Chesterfield, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-01
  • S65 Uniform Investment Adviser Law Examination
    2021-12-01
Designations

View on SEC IAPD

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