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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-21 |
Branch Locations
148 E Grand River Ave., Williamston, MI 48895 • United States
2723 S. State Street, Suite 450, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vintage Financial Services, Llc | Ann Arbor | MI | 05/2021 | 11/2022 |
| Advanced Wealth Strategies | Ann Arbor | MI | 05/2020 | 08/2020 |
| Hantz Group | Southfield | MI | 06/2018 | 08/2018 |
| Hantz Group | Southfield | MI | 06/2017 | 08/2017 |
| Central Michigan University | Mount Pleasant | MI | 08/2017 | 05/2021 |
| Livonia Churchill High School | Livonia | MI | 09/2013 | 08/2017 |
| Mercer Global Advisors Inc. | Ann Arbor | MI | 12/2022 | 08/2025 |
| Evangelista And Associates | Ann Arbor | MI | 08/2025 | Present |
| Cg Advisory Services | Williamston | MI | 08/2025 | Present |
| Lpl Financial Llc | Ann Arbor | MI | 01/2026 | Present |
1- 12/2025 / Evangelista & Associates / DBA for LPL Business (entity for LPL business) / INVESTMENT RLTD / 160 HRS MNTH / 130 HRS DURING TRADING / AT RPRT LOCATION / START 08/25/2025 2- 02/18/2026 - Capital Asset Advisory Services LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/25/2025 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Capital Asset Advisory Services, an independent investment advisor firm. I started this business activity in 08/2025. 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- 03/25/2026 - CG Advisory Services - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) -Start Date 08/25/2025 - 160 hours per month/ 130 hours during trading 4- 03/25/2026 - Evangelista & Associates - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) -Start Date 08/25/2025 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-24 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
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