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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-04 |
Branch Locations
148 E Grand River Ave., Williamston, MI 48895 • United States
2723 S State Street Ste 450, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Papv, Inc. | Farmington Hills | MI | 01/2019 | 05/2023 |
| Evangelista & Associates | Ann Arbor | MI | 05/2023 | 03/2024 |
| Walled Lake Western | Commerce Township | MI | 08/2016 | 08/2020 |
| Michigan State University | East Lansing | MI | 08/2020 | Present |
| Lpl Financial | Ann Arbor | MI | 05/2023 | Present |
| Cg Advisory Services | Williamston | MI | 05/2023 | Present |
1- 03/26/2024 - Evangelista & Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start Date:03/01/2024 - 160 hrs mth / 40 hrs during trading . 2- 03/26/2024 - PAPV, Inc. - Business Owner - Not Investment Related - Farmington Hills,MI - Start date: 10/01/2023 - 0 hrs mth / 0 hrs during trading . 3- 04/08/2024 - Capital Asset Advisory Services LLC DBA CG Advisory Services - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Started: 3/1/2024 - 160 Hrs/Mo; 40 Hrs During Trading. 4- 04/08/2024 - Capital Asset Advisory Services LLC DBA Evangelista & Associates - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Started: 3/1/2024 - 160 Hrs/Mo; 40 Hrs During Trading. 5)04/28/2025 - PNJ, LLC (Auntie Anne's) - Investment Related - PNJ, LLC (Auntie Anne's) - At Reported Business Location(s) - Start Date : 10/01/2024 - 0 Hrs/Mth - 0 Hrs During Trading. 6) 07/16/2025 - Capital Asset Advisory Services LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:04/08/2024 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Capital Asset Advisory Services LLC, an independent investment advisor firm. I started this business activity in 04/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-20 |
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