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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-03-09 |
Branch Locations
113 W Superior Street, Munising, MI 49862 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Traverse City | MI | 07/2014 | 09/2019 |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | 06/2020 |
| Lpl Financial Llc | Marquette | MI | 06/2020 | 02/2022 |
| Capital Asset Advisory Services - Dba Cg Financial Services | Haslett | MI | 02/2022 | Present |
1)02/2022 - Present, CG Financial Services - DBA for Capital Asset Advisory Services - investment related - Munising, MI - Managing Advisor 2)06/25/2020 - She's Just a Girl - Freelance writer - Negaunee, MI - start: 07/2018 - 2 hr/mth 3) 5/4/2021 - Route2Retire - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2021 - 30 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-25 |
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