Christian Dean Whitehead

Current Employers

Employment History

• 12/2009 → Present
  Cg Financial Services
  Williamston, MI
• 04/2023 → Present
  Lpl Financial Llc
  San Diego, CA
• 03/2015 → 08/2017
  Wfg Investments, Inc.
  Williamston, MI
• 08/2017 → 04/2023
  Geneos Wealth Management Inc.
  Williamston, MI

Other Businesses

1) 04/2023 - CG Financial Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 04/2023 - CAAS INC-HOLDING COMPANY - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Williamston, MI - No role - Start Date 03/27/2023 - 0hrs/month 3) 05/05/2023 - Capital Asset Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 03/27/2023 - 45 Hours Per Month/35 Hours During Securities Trading - I provide investment advisory services through Capital Asset Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 03/23. I expect to spend approximately [#] hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 05/05/2023 - CG Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 03/27/2023 - 45 Hours Per Month/35 Hours During Securities Trading 5) 05/05/2023 - CG Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 03/27/2023 - 45 Hours Per Month/35 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2011-10-03

Designations