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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
148 E Grand River Ave., Williamston, MI 48895 • United States
2855 Coolidge Hwy, Suite 112, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Haslett | MI | 06/2010 | Present |
CAPITAL WISE; INVESTMENT RELATED; 2855 COOLIDGE RD #112, TROY, MI, 48084; INVESTMENT ADVISOR REPRESENTATIVE; 160 HOURS PER MONTH/120 HOURS DURING TRADING HOURS; 06/2010 CAPITAL ASSET ADVISORY SERVICES, LLC, 31501 SUNSET DRIVE, BEVERLY HILLS, MI 48025. INVESTMENT RELATED. INVESTMENT ADVISOR REP, START DATE 6/25/10, 16O HOURS PER MONTH/12O HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
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