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Advisor at MAINSTAY CAPITAL MANAGEMENT, LLC
GRAND BLANC, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT, LLC | Independent wealth | Jul 20, 2025 | n/a | yes | GRAND BLANC, MI | Current employment |
| APOGEE WEALTH MANAGEMENT | n/a | Apr 3, 2024 | Nov 26, 2024 | no | NORTHVILLE, MI|CLARKSTON, MI | Previous registration |
| PEACE OF MIND WEALTH MANAGEMENT | Former SEC adviser | Mar 1, 2022 | Dec 7, 2022 | no | Clarkston, MI|BRIGHTON, MI | Previous registration |
| CG ADVISORY SERVICES | Independent wealth | May 20, 2019 | Mar 9, 2022 | no | Lathrup Village, MI|WILLIAMSTON, MI | Previous registration |
| CG ADVISORY SERVICES | Independent wealth | Sep 24, 2010 | Jan 2, 2018 | no | TROY, MI|WILLIAMSTON, MI | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Jan 22, 2010 | May 18, 2015 | no | APPLETON, WI|TROY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| APOGEE WEALTH MANAGEMENT | MAINSTAY CAPITAL MANAGEMENT, LLC | Nov 26, 2024 | Jul 20, 2025 | 236 | Firm change | Other |
| PEACE OF MIND WEALTH MANAGEMENT | APOGEE WEALTH MANAGEMENT | Dec 7, 2022 | Apr 3, 2024 | 483 | Firm change after gap | Other |
| CG ADVISORY SERVICES | PEACE OF MIND WEALTH MANAGEMENT | Mar 9, 2022 | Mar 1, 2022 | -8 | Firm change | RIA to new firm |
| INVEST FINANCIAL CORPORATION | CG ADVISORY SERVICES | May 18, 2015 | Sep 24, 2010 | -1,697 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 12984:110929:MI:2015-05-18 | May 18, 2015 | Sep 24, 2010 | TROY, MI | Firm change after gap |