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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-24 |
Branch Locations
9100 Arboretum Pkwy. Suite 300, Richmond, VA 23226 • 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 |
|---|---|---|---|---|
| Valic Financial Advisors | Latham | NY | 07/2013 | 02/2021 |
| Cg Financial Services | Richmond | VA | 02/2021 | Present |
| Capital Asset Advisory Services, Llc | Richmond | MI | 02/2021 | Present |
American Heart Association. 4217 Park Place Ct, Glen Allen, VA 23060. Non investment related. Commenced this activity 10/15/17. Duties include member of the board and do not receive any compensation nor influence any financial decisions. 1 hour/month is devoted to this activity with none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-21 |
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