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Current Employers
Cg Advisory Services

148 E Grand River Ave., Williamston, MI 48895 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-05-12
  • MI RA
    APPROVED
    Since 2023-05-12

Branch Locations

148 Grand River Rd., Williamston, MI 48895 • United States

148 E Grand River Ave., Williamston, MI 48895 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
City Of Potterville Potterville MI 02/2016 02/2020
Alerus East Lansing MI 10/2015 12/2021
Cg Advisory Services Dba Cg Financial Services Williamston MI 01/2022 Present
  • 02/2016 → 02/2020
    City Of Potterville
    Potterville, MI
  • 10/2015 → 12/2021
    Alerus
    East Lansing, MI
  • 01/2022 → Present
    Cg Advisory Services Dba Cg Financial Services
    Williamston, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-12
S66 Uniform Combined State Law Examination 2015-01-02
  • S65 Uniform Investment Adviser Law Examination
    2023-05-12
  • S66 Uniform Combined State Law Examination
    2015-01-02

View on SEC IAPD

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