Joanne Madden Deaton

Current Employers

Cg Advisory Services

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2011-02-03
VA	RA	APPROVED	2011-02-03

NC RA
APPROVED

Since 2011-02-03
VA RA
APPROVED

Since 2011-02-03

Branch Locations

9100 Arboretum Pkwy. Suite 300, Richmond, VA 23236 • 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

Organization	City	State	From	To
Deaton Financial Consultants, Inc	Richmond	VA	05/1985	Present
Cg Financial Services Of Virginia, Llc	Richmond	VA	01/2010	Present
Capital Asset Advisory Services, Llc	Richmond	VA	01/2011	Present
Wfg Investments, Inc.	North Chesterfield	VA	05/2015	09/2017

05/1985 → Present

Deaton Financial Consultants, Inc

Richmond, VA
01/2010 → Present

Cg Financial Services Of Virginia, Llc

Richmond, VA
01/2011 → Present

Capital Asset Advisory Services, Llc

Richmond, VA
05/2015 → 09/2017

Wfg Investments, Inc.

North Chesterfield, VA

Previous Registrations

2009-02-10 → 2011-02-03

Invest Financial Corporation

Richmond, VA
1993-12-06 → 2009-02-10

Deaton Financial Consultants, Inc.

Richmond, VA

Other Businesses

1) CG FINANCIAL SERVICES , LLC D/B/A DFC INVESTMENT & RETIREMENT STRATEGIES. EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR - , 3-5 HPM, 1-3 DURING TRADING. INVESTMENT RELATED-FINANCIAL CONSULTING. 100 HPM DURING TRADING. 9100 Arboretum Pkwy. Suite 300, Richmond, VA 23236. START 1/01/2010 2) CAPITAL ASSET ADVISORY SERVICES, LLC. INVESTMENT RELATED. ORIA. IAR. 80 HPM DURING TRADING. PLANNING & ARRANGEMENT OF CLIENTS' FINANCIAL AFFAIRS. 9100 Arboretum Pkwy. Suite 300, Richmond, VA 23236, START DATE 1/12/2011. 3) DEATON FINANCIAL CONSULTANTS INC, PRESIDENT. SPOUSE OF OWNER. INVESTMENT RELATED, 9100 Arboretum Pkwy. Suite 300, Richmond, VA 23236. START DATE 03/22/1985, PROVIDES MARKETING AND MANAGEMENT SERVICES TO CG FINANCIAL SERVICES, LLC 60 HPM, 60 HRS TRADING. 4) STONEHENGE WOMEN'S GOLF ASSOCIATION, NON INVESTMENT RELATED, 1000 FARNHAM DR., NORTH CHESTERFIELD, VA 23236, SECRETARY, 06/2016, TAKE MINUTES AT MEETINGS, 0 HPM, 1/4 HPM DURING TRADING. 5) CO-EXECUTOR OF MOTHER'S ESTATE, NON INVESTMENT RELATED, 3019 ELIOCH MANOR DRIVE, POWHATON, VA, 23139, CO-EXECUTOR, 09/2016, 0 HPM, 0 HPM DURING TRADING, SETTLE MOTHER'S ESTATE. 6) STONEHENGE WOMEN'S GOLF ASSOCIATION, NON INVESTMENT RELATED, 1000 FARNHAM DR., RICHMOND, VA, 23236, TREASURER, 11/17/2016, 2 HPM, 0 DURING TRADING, PAY BILLS AND MAKE DEPOSITS RELATED TO GOLF OUTINGS. 7) STONEHENGE WOMEN'S GOLF ASSOCIATION, NON INVESTMENT RELATED, 1000 FARNHAM DR., RICHMOND, VA, 23236, BOARD OF DIRECTORS, 11/17/2016, 2 HPM, 0 DURING TRADING, CONSULT WITH CLUB MANAGEMENT REGARDING LONG TERM LEASE AND PLANNED CAPITAL EXPENDITURES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-06-26
S63	Uniform Securities Agent State Law Examination	1985-11-20

S65 Uniform Investment Adviser Law Examination

1992-06-26
S63 Uniform Securities Agent State Law Examination

1985-11-20

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