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RIA / WealthAdvisor24 years in industry

MICHAEL THOMAS GILLESPIE

Advisor at CG ADVISORY SERVICES

Fort Myers, FL | WILLIAMSTON, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 13, 2001 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: Sep 28, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Sep 28, 2001
First registration: Nov 13, 2001
Dual registered: no
Other names: MIKE THOMAS GILLESPIE
IAPD individual key: 4434046

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	Apr 7, 2025	n/a	yes	Fort Myers, FL\|WILLIAMSTON, MI	Current employment
MPS-LORIA FINANCIAL PLANNERS,LLC	Independent wealth	Mar 23, 2021	Aug 28, 2024	no	BURR RIDGE, IL	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 2, 2010	Apr 21, 2020	no	CHICAGO, IL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 13, 2007	Jul 28, 2010	no	NAPERVILLE, IL\|DARIEN, IL	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Oct 14, 2005	May 18, 2006	no	NAPERVILLE, IL	Previous registration
WADDELL & REED	Former SEC adviser	Nov 13, 2001	Sep 21, 2005	no	OAKBROOK, IL	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
MPS-LORIA FINANCIAL PLANNERS,LLC	CG ADVISORY SERVICES	Aug 28, 2024	Apr 7, 2025	222	Firm change	RIA to RIA
TD AMERITRADE, INC.	MPS-LORIA FINANCIAL PLANNERS,LLC	Apr 21, 2020	Mar 23, 2021	336	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	TD AMERITRADE, INC.	Jul 28, 2010	Aug 2, 2010	5	Firm change	Other
FIFTH THIRD SECURITIES, INC.	CITIGROUP GLOBAL MARKETS INC.	May 18, 2006	Jun 13, 2007	391	Firm change	Other
WADDELL & REED	FIFTH THIRD SECURITIES, INC.	Sep 21, 2005	Oct 14, 2005	23	Firm change	Other

Relationships

Registered with (6)

→ CG ADVISORY SERVICESRegistered adviserregistration: current employment
Apr 7, 2025 to presentfactForm ADV
→ MPS-LORIA FINANCIAL PLANNERS,LLCRegistered adviserregistration: previous registration
Mar 23, 2021 to Aug 28, 2024factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 2, 2010 to Apr 21, 2020factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 13, 2007 to Jul 28, 2010factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Oct 14, 2005 to May 18, 2006factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Nov 13, 2001 to Sep 21, 2005factForm ADV

Dated events

Occurred
Aug 28, 2024
Advisor changed firm
Michael Thomas Gillespie left Mps-Loria Financial Planners,Llc for Cg Advisory Services (registered 2025-04-07)
Form ADVobserved 5 days ago