Eric T Fritz

Current Employers

Employment History

• 05/2003 → Present
  Capital Asset Advisory Services
  Haslett, MI
• 03/2015 → 08/2017
  Wfg Investments, Inc.
  Charlotte, NC
• 09/2009 → Present
  Cg Financial Services Of North Carolina
  Charlotte, NC
• 08/2017 → 04/2023
  Geneos Wealth Management Inc.
  Charlotte, NC
• 04/2023 → Present
  Lpl Financial Llc
  Charlotte, NC

Previous Registrations

• 2012-10-17 → 2015-03-25
  Invest Financial Corporation
  Charlotte, NC
  Haslett, MI

Other Businesses

1) 04/13/2023 - CAAS INC-HOLDING COMPANY - Business Entity For Tax/Investment Purposes Only - Haslett, MI 48840 - Non investment related - Start date: 05/01/2003. 2) 04/06/2023 - CG Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 05/11/2023 - CG Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 05/01/2003 - 80 Hours Per Month/16 Hours During Securities Trading - Time Spent 15% 4) 05/11/2023 - Capital Asset Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 05/01/2003 - 80 Hours Per Month/16 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Capital Asset Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 05/2003. I expect to spend approximately 80 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-12
• S63 Uniform Securities Agent State Law Examination
  2007-01-12