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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

KENNETH PATRICK EVANGELISTA

Advisor at CG ADVISORY SERVICES

WILLIAMSTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f294971-18bf-c784-2716-4401fa987b2d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 28, 2005 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, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jun 14, 1996
First registration: Apr 28, 2005
Dual registered: yes, broker-dealer
Other names: KEN EVANGELISTA
IAPD individual key: 2747013

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	Jan 13, 2011	n/a	yes	WILLIAMSTON, MI\|WILLIAMSTON, MI	Current employment
INVEST FINANCIAL CORPORATION	Former SEC adviser	Jan 13, 2011	May 18, 2015	no	WILLIAMSTON, MI\|BRIGHTON, MI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 28, 2005	Oct 20, 2005	no	ORLANDO, FL	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
INVEST FINANCIAL CORPORATION	CG ADVISORY SERVICES	May 18, 2015	Jan 13, 2011	-1,586	Firm change after gap	Other
WELLS FARGO ADVISORS	INVEST FINANCIAL CORPORATION	Oct 20, 2005	Jan 13, 2011	1,911	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
12984:110929:MI:2015-05-18	May 18, 2015	Jan 13, 2011	BRIGHTON, MI	Firm change after gap

Relationships

Registered with (3)

→ CG ADVISORY SERVICESRegistered adviserregistration: current employment
Jan 13, 2011 to presentfactForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Jan 13, 2011 to May 18, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 28, 2005 to Oct 20, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f294971-18bf-c784-2716-4401fa987b2d
First observed: Apr 28, 2005
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KENNETH PATRICK EVANGELISTA

Advisor at CG ADVISORY SERVICES

WILLIAMSTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f294971-18bf-c784-2716-4401fa987b2d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:50 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CG ADVISORY SERVICES

Independent wealth

Jan 13, 2011

n/a

yes

WILLIAMSTON, MI|WILLIAMSTON, MI

Current employment

INVEST FINANCIAL CORPORATION

Former SEC adviser

Jan 13, 2011

May 18, 2015

WILLIAMSTON, MI|BRIGHTON, MI

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Apr 28, 2005

Oct 20, 2005

ORLANDO, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

INVEST FINANCIAL CORPORATION

CG ADVISORY SERVICES

May 18, 2015

Jan 13, 2011

-1,586

Firm change after gap

Other

WELLS FARGO ADVISORS

INVEST FINANCIAL CORPORATION

Oct 20, 2005

Jan 13, 2011

1,911

Firm change after gap

Other

Team

Left

Joined

From

Kind

12984:110929:MI:2015-05-18

May 18, 2015

Jan 13, 2011

BRIGHTON, MI

Firm change after gap