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Timothy Roy Loving

Cg Advisory Services

Williamston, MI

Galesburg, IL

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Current Employers
Cg Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-10-03
  • IL RA
    APPROVED
    Since 2022-10-03

Branch Locations

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

250 East Main St. Suite 117, Galesburg, IL 61401 • 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
Preservation Wealth Management Galesburg IL 09/1987 Present
Capital Asset Advisory Services, Llc Galesburg IL 05/2012 12/2019
Truadvice, Llc Sarasota FL 09/2019 07/2021
Kure Advisory Charlotte NC 05/2021 10/2022
Cg Advisory Services Galesburg IL 10/2022 Present
  • 09/1987 → Present
    Preservation Wealth Management
    Galesburg, IL
  • 05/2012 → 12/2019
    Capital Asset Advisory Services, Llc
    Galesburg, IL
  • 09/2019 → 07/2021
    Truadvice, Llc
    Sarasota, FL
  • 05/2021 → 10/2022
    Kure Advisory
    Charlotte, NC
  • 10/2022 → Present
    Cg Advisory Services
    Galesburg, IL
Previous Registrations
  • 2021-05-18 → 2022-10-13
    Kure Advisory, Llc
    Galesburg, IL
    Plymouth, MN
  • 2019-09-03 → 2021-07-15
    Truadvice Llc
    Sarasota, FL
    Galesburg, IL
    Davenport, IA
  • 2012-05-24 → 2020-01-02
    Cg Advisory Services
    Williamston, MI
    Galesburg, IL
    Davenport, IA
  • 2009-12-23 → 2012-08-20
    Poterack Capital Advisory, Inc.
    Galesburg, IL
    Charlotte, NC
  • 2007-12-19 → 2009-12-17
    Kalos Management
    Ponte Vedra Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-18
S63 Uniform Securities Agent State Law Examination 1987-08-31
  • S65 Uniform Investment Adviser Law Examination
    2007-12-18
  • S63 Uniform Securities Agent State Law Examination
    1987-08-31

View on SEC IAPD

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HANTZ FINANCIAL SERVICES, INC.

Other Investors

JEFFREY DALE GORSLINE
ANDREW JONATHAN NUTTER
MICHAEL DUANE GORSLINE
Cooper Michael Gross
Robert E Phifer
PARKE GRANT PETERSEN
Nathan Zolynsky
Jia Min

Other Offices

EVERGREEN WEALTH MANAGEMENT, LLC · WILLIAMSTON, MI
EDWARD JONES · WILLIAMSTON, MI
CG ADVISORY SERVICES · WILLIAMSTON, MI
PRINCIPAL SECURITIES, INC. · Williamston, MI
EDWARD JONES · WILLIAMSTON, MI
CG ADVISORY SERVICES · Williamston, MI
CG ADVISORY SERVICES · Williamston, MI
J.P. MORGAN SECURITIES LLC · OKEMOS, MI

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