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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-08-25 |
| WI | RA | APPROVED | 2011-01-27 |
Branch Locations
148 E Grand River Ave., Williamston, MI 48895 • United States
1525 County Rd 633 Suite A, Grawn, MI 49637 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Traverse City | MI | 01/2011 | Present |
| Wfg Investments, Inc | Munising | MI | 03/2015 | 09/2017 |
| Geneos Wealth Managment Inc | Grawn | MI | 09/2017 | 12/2018 |
| Cg Financial Services | Grawn | MI | 01/2008 | Present |
1) DBA: CG FINANCIAL SERVICES, Non-investment related business located at branch location. 2)RIA-CAPITAL ASSET ADVISORY SERVICES, IAR under Investment related business. 3) TCG INSURANCE -Independent Rep with various insurance carriers who is doing fixed insurance business under this name. 4)CGFS REAL ESTATE HOLDINGS LLC-OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-12 |
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