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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-07 |
| OK | RA | APPROVED | 2017-07-06 |
Branch Locations
7315 S Lewis Ave, Tulsa, OK 74136 • 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 |
|---|---|---|---|---|
| The Advancement Group, Inc. | Tulsa | OK | 04/1994 | Present |
| The Word Of Reconciliation, Inc. | Tulsa | OK | 06/2011 | Present |
| Legacy Of Faith Foundation | Tulsa | OK | 11/2002 | Present |
| Self Employed | Tulsa | OK | 06/1986 | Present |
| Advancement Financial Services, L.L.C. | Tulsa | OK | 01/2010 | Present |
| Capital Asset Advisory Services, Llc | Haslett | MI | 09/2017 | Present |
CAPITAL ASSET ADVISORY SERVICES, LLC; HASLETT, MI; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; STARTED 09/2017; APPROXIMATELY xx% OF MY TIME IS SPENT IN THIS PRACTICE. THE ADVANCEMENT GROUP; INVESTMENT RELATED; TULSA,OK; INSURANCE SERVICES AND PRODUCT SALES; OWNER/LICENSED INSRUANCE AGENT; STARTED 1986; APPROXIMATELY 20% OF MY TIME IS SPENT IN THIS BUSINESS; PROVIDE CLIENTS WITH INSURANCE PRODUCTS AND SERVICES. THE ADVANCEMENT GROUP; NON-INVESTMENT RELATED; TULSA, OK; CONSULTING FOR NON-PROFITS ORGANIZATIONS ON PLANNED GIVING; PRESIDENT; STARTED 1994; APPROXIMATELY 70% OF MY TIME IS SPENT IN THIS BUSINESS; PLANNED GIVING PROGRAM CREATION AND IMPLEMENTATION, DEVELOPMENT PROGRAM AUDITS AND ASSESSMENTS, PLANNED GIVING MARKETING MATERIALS, CUSTOMIZED PLANNED GIVING PRESENTATIONS, ON-SITE TRAINING AND TECHNICAL ADVICE, PLANNED GIVING FILE AUDIT, ENDOWMENT CAMPAIGNS, EDUCATE AND DISCUSS PENSION PLAN OPTIONS, EDUCATE AND DISCUSS RETIREE MEDICAL INSURANCE BENEFITS, EDUCATE AND DISCUSS MEDICAL AND DENTAL BENEFITS, AND EDUCATE AND DISCUSS SHORT-TERM AND LONG-TERM DISABILITY BENEFIS Loeber Properties, LLC; Not Investment Related; Real Estate Holding Company; Owner; Started in 2014; Less than 10 hours per month; less than 10 hours per month during trading hours; Company leases space to Advancement Financial Services and The Advancement Group, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-31 |
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