Heath D Heavy

Employer firm

Albion Financial Group CRD 105957

$2.01B regulatory AUM 737 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 07/2024
  Cg Advisory Services Dba Evangelista And Associates
  Ann Arbor, MI
• 08/2011 → 05/2022
  Highschool And College
  Jackson, MI
• 01/2023 → 04/2023
  Geneos Wealth Management
  Ann Arbor, MI
• 04/2023 → 07/2024
  Lpl Financial Llc
  Ann Arbor, MI
• 08/2024 → Present
  Albion Financial Group
  Salt Lake City, UT

Previous Registrations

• 2022-06-16 → 2024-07-23
  Cg Advisory Services
  Williamston, MI
  Ann Arbor, MI

Other Businesses

1)04/2023 - EVANGELISTA & ASSOCIATES - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2022 - 160 Hr/Mth 2) 04/13/2023 - Capital Asset Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin Associate- Start Date 06/16/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading - I provide administrative support to Capital Asset Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 06/2022. I expect to spend approximately 160 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. 3) 04/13/2023 - EVANGELISTA & ASSOCIATES - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin Associate- Start Date 02/11/2022 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% 4) 04/13/2023 - CG ADVISORY SERVICES - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin Associate - Start Date 06/16/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-03
• S65 Uniform Investment Adviser Law Examination
  2021-04-30

Designations

• Certified Financial Planner