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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 2024-10-31
  • MI RA
    APPROVED
    Since 2024-10-31

Branch Locations

1510 W Washington Street, Marquette, MI 49855 • 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
Pictured Rocks Cruises Munising MI 01/2016 12/2020
United States Army Fort Campbell TN 11/2020 11/2023
Cg Financial Services Marquette MI 08/2023 Present
  • 01/2016 → 12/2020
    Pictured Rocks Cruises
    Munising, MI
  • 11/2020 → 11/2023
    United States Army
    Fort Campbell, TN
  • 08/2023 → Present
    Cg Financial Services
    Marquette, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-30
  • S65 Uniform Investment Adviser Law Examination
    2024-10-30

View on SEC IAPD

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