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Current Employers
Cg Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-04
  • MI RA
    APPROVED
    Since 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

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
OrganizationCityStateFromTo
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
  • 01/2019 → 05/2023
    Papv, Inc.
    Farmington Hills, MI
  • 05/2023 → 03/2024
    Evangelista & Associates
    Ann Arbor, MI
  • 08/2016 → 08/2020
    Walled Lake Western
    Commerce Township, MI
  • 08/2020 → Present
    Michigan State University
    East Lansing, MI
  • 05/2023 → Present
    Lpl Financial
    Ann Arbor, MI
  • 05/2023 → Present
    Williamston, MI
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-20
  • S66 Uniform Combined State Law Examination
    2024-07-20
Other Names
  • Joe Kanouno

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