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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-06-20 |
Branch Locations
2950 S. State Street, Suite 340, Ann Arbor, MI 48104 • United States
148 E Grand River Ave., Williamston, MI 48895 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evangelista & Associates | Ann Arbor | MI | 05/2018 | 06/2019 |
| Geneos Wealth Management | Ann Arbor | MI | 05/2018 | 06/2019 |
| Central Michigan University | Mount Pleasant | MI | 09/2014 | 05/2018 |
| Geneos Wealth Management Inc | Ann Arbor | MI | 06/2019 | 04/2023 |
| Evangelista & Associates | Ann Arbor | MI | 06/2019 | Present |
| Lpl Financial Llc | Ann Arbor | MI | 04/2023 | Present |
1)04/2023 - EVANGELISTA & ASSOCIATES - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2018 - 160 Hr/Mth 2)04/2023 - Ash Brokerage - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 05/2018 - 20 Hr/Mth 3) 04/13/2023 - Capital Asset Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 05/07/2018 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Capital Asset Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 05/2018. 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. 4) 04/13/2023 - EVANGELISTA & ASSOCIATES - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 05/07/2018 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% 5) 5) 04/13/2023 - CG Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 05/07/2018 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-13 |
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