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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-10-17 |
| MI | RA | APPROVED | 2010-09-24 |
Branch Locations
148 E Grand River Ave., Williamston, MI 48895 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services | Lansing | MI | 06/1999 | Present |
| Capital Asset Insurance Services | Haslett | MI | 10/2001 | 08/2017 |
| Cg Financial Services | Williamston | MI | 10/2001 | Present |
| Capital Asset Insurance Services | Haslett | MI | 06/1999 | 08/2017 |
| The Capital Group | Haslett | MI | 06/1999 | 08/2017 |
| Wfg Investments, Inc. | Haslett | MI | 05/2015 | 08/2017 |
| Geneous Wealth Management, Inc | Williamston | MI | 08/2017 | Present |
1) DBA:CG FINANCIAL SERVICES, non investment related business located at branch location. 2) CAAS INC-HOLDING COMPANY. 3) RIA CAAS LLC DBA CG Advisory Services-IAR LOCATED AT 15744 S PEACOCK RD HASLETT MI 48840. 4) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-03-12 |
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