Anthony Joseph Mazzali

Current Employers

Employment History

• 12/1997 → Present
  Capital Asset Advisory Services, Llc
  Haslett, MI
• 10/2001 → Present
  Cg Financial Services
  Williamston, MI
• 12/1997 → 08/2017
  Capital Asset Insurance Services
  Lansing, MI
• 05/2015 → 08/2017
  Wfg Investments, Inc.
  Williamston, MI
• 08/2017 → Present
  Geneos Wealth Management Inc
  Williamston, MI

Previous Registrations

• 2010-02-09 → 2011-02-11
  Invest Financial Corporation
  Haslett, MI
  Mt Pleasant, MI
  Williamston, MI
  Williamston, MI

Other Businesses

1.)CAPITAL ASSET ADVISORY SERVICES, LLC, INVESTMENT RELATED business located 15744 Peacock Rd, Haslett MI 48840 - IAR/President 2.)CG TAX & ACCOUNTING - Owner located at branch location.3.)CAPITAL ASSET INSURANCE SERVICES - Independent Rep with various insurance carriers for Fixed Insurance business. 4.)DBA:CG FINANCIAL SERVICE - Owner business located at branch location. 5.)WEALTH ADVISORY GROUP INSURANCE AGENCY - Independent Rep with various insurance carriers for Fixed Insurance business.6)TCG PROPERTIES - Real Estate Owner 7.)CAAS, INC - Holding Company/Owner 8.)DBA: CG FINANCIAL SERVICES OF VIRGINIA, 12 MOOREFIELD PARK DRIVE, SUITE 102, RICHMOND, VA 23236, 9.)SHORTY II WOODWORKS - Lumber Business Owner - located at 364 BARRY RD. HASLETT, MI 48440, 10.)TRUSTEE OF PARENTS TRUST, WILLIAM AND GERALDINE MAZZALI TRUST, 364 BARRY RD. HASLETT, MI 48440, 11) TCG Insurance Agency - Owner and Independent Rep with various insurance carriers for Fixed Insurance business. 12.) Crooked Foot Upland Bird & Game Hunting Inc - Owner business located at 7303 S. Delaney Road, Owosso, MI 48867 13.) Northstar Acquisitions, Inc - consultant to financial advisors. 14.) CGFS Real Estate Holdings, LLC; Non-Investment Related; 1525 County Rd 633, Grawn, MI; Investor; 02/2018; 0 hours per month; 0 hours per month during trading hours; investor in real estate location

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-10

Designations

Other Names

• Tony Mazzali