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RIA / WealthAdvisor16 years in industry

JEFFREY DAVID KERCORIAN

Advisor at CG ADVISORY SERVICES

Troy, MI | WILLIAMSTON, MI

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Search this name across graphsid dfx:ria:448ae415-2477-bbad-c2c3-3bfb05976327

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 14, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CG ADVISORY SERVICES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 14, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 14, 2010
First registration: Oct 14, 2010
Dual registered: no
Other names: JEFF KERCORIAN
IAPD individual key: 2404095

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CG ADVISORY SERVICES	Independent wealth	Aug 21, 2023	n/a	yes	Troy, MI\|WILLIAMSTON, MI	Current employment
SIEBERT ADVISORNXT, LLC.	Independent wealth	Apr 14, 2020	Aug 17, 2023	no	Troy, MI\|NEW YORK, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 15, 2015	May 11, 2020	no	TROY, MI	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Mar 17, 2015	Dec 3, 2015	no	TROY, MI	Previous registration
LINEGUARD INVESTMENTS, LLC	Former SEC adviser	May 20, 2011	Oct 11, 2016	no	TROY, MI	Previous registration
TACTICAL ALLOCATION GROUP, LLC	Former SEC adviser	Oct 14, 2010	Jun 2, 2011	no	BIRMINGHAM, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SIEBERT ADVISORNXT, LLC.	CG ADVISORY SERVICES	Aug 17, 2023	Aug 21, 2023	4	Firm change	RIA to RIA
WELLS FARGO ADVISORS	SIEBERT ADVISORNXT, LLC.	May 11, 2020	Apr 14, 2020	-27	Firm change	Wirehouse to RIA
LINEGUARD INVESTMENTS, LLC	NEXT FINANCIAL GROUP, INC.	Oct 11, 2016	Mar 17, 2015	-574	Firm change after gap	Other
NEXT FINANCIAL GROUP, INC.	WELLS FARGO ADVISORS	Dec 3, 2015	Dec 15, 2015	12	Firm change	Other
TACTICAL ALLOCATION GROUP, LLC	LINEGUARD INVESTMENTS, LLC	Jun 2, 2011	May 20, 2011	-13	Firm change	Other

Relationships

Registered with (6)

→ CG ADVISORY SERVICESRegistered adviserregistration: current employment
Aug 21, 2023 to presentfactForm ADV
→ SIEBERT ADVISORNXT, LLC.Registered adviserregistration: previous registration
Apr 14, 2020 to Aug 17, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 15, 2015 to May 11, 2020factForm ADV
→ LINEGUARD INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 20, 2011 to Oct 11, 2016factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Mar 17, 2015 to Dec 3, 2015factForm ADV
→ TACTICAL ALLOCATION GROUP, LLCRegistered adviserregistration: previous registration
Oct 14, 2010 to Jun 2, 2011factForm ADV

Dated events

Occurred
Aug 17, 2023
Advisor changed firm
Jeffrey David Kercorian left Siebert Advisornxt, Llc. for Cg Advisory Services (registered 2023-08-21)
Form ADVobserved 6 days ago