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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-05-03 |
Branch Locations
2950 S. State St. Suite 340, Ann Arbor, MI 48104 • United States
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 |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Haslett | MI | 04/2016 | Present |
| Wfg Investments, Inc. | Ann Arbor | MI | 04/2016 | 09/2017 |
| Geneos Wealth Managment Inc | Ann Arbor | MI | 09/2017 | Present |
| Evangelista & Associates, Inc. | Ann Arbor | MI | 04/2006 | Present |
1) DBA EVANGELISTA & ASSOCIATES non investment related business located at branch location. 2) RIA CAAS LLC DBA CG Advisory Services-IAR LOCATED AT 15744 S PEACOCK RD HASLETT MI 48840. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 4) HOSPICE OF MICHIGAN-BOARD OF TRUSTEES. 5) EVANGELISTA ASSET ADVISORY SERVICES LLC-HOLDING COMPANY OWNER. 6) BEE HAPPY FARM LLC-SOLE MEMBER AND OPERATOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
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