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RIA / WealthAdvisor22 years in industry

LEONARD DANIEL GILROY-SOLANO

Advisor at CG ADVISORY SERVICES

Grand Blanc, MI | WILLIAMSTON, MI

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Search this name across graphsid dfx:ria:e08c62f2-7e8a-8c84-69be-1970374c786d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Dec 5, 2006 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 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 14, 2004
First registration: Dec 5, 2006
Dual registered: no
IAPD individual key: 4792612

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	Jun 24, 2026	n/a	yes	Grand Blanc, MI\|WILLIAMSTON, MI	Current employment
THE PATRIOT FINANCIAL GROUP, LLC	Independent wealth	Mar 10, 2021	Apr 2, 2026	no	WALPOLE, MA\|Grand Blanc, MI\|Flint, MI	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	May 6, 2019	Dec 15, 2022	no	GRAND BLANC, MI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 6, 2012	May 10, 2019	no	FLINT, MI	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 17, 2010	Dec 13, 2012	no	Troy, MI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 5, 2006	Oct 20, 2008	no	GRAND BLANC, 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
THE PATRIOT FINANCIAL GROUP, LLC	CG ADVISORY SERVICES	Apr 2, 2026	Jun 24, 2026	83	Firm change	RIA to RIA
SECURITIES AMERICA ADVISORS, INC.	THE PATRIOT FINANCIAL GROUP, LLC	Dec 15, 2022	Mar 10, 2021	-645	Firm change after gap	Ibd to RIA
WELLS FARGO ADVISORS	SECURITIES AMERICA ADVISORS, INC.	May 10, 2019	May 6, 2019	-4	Firm change	Wirehouse to ibd
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	Dec 13, 2012	Dec 6, 2012	-7	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	Oct 20, 2008	Sep 17, 2010	697	Firm change after gap	Wirehouse to wirehouse

Relationships

Registered with (6)

→ CG ADVISORY SERVICESRegistered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ THE PATRIOT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Mar 10, 2021 to Apr 2, 2026factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
May 6, 2019 to Dec 15, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 6, 2012 to May 10, 2019factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 17, 2010 to Dec 13, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 5, 2006 to Oct 20, 2008factForm ADV

Dated events

Occurred
Apr 2, 2026
Advisor changed firm
Leonard Daniel Gilroy-Solano left The Patriot Financial Group, Llc for Cg Advisory Services (registered 2026-06-24)
Form ADVobserved 4 days ago
Occurred
Dec 15, 2022
Advisor changed firm
Leonard Daniel Gilroy-Solano left Securities America Advisors, Inc. for The Patriot Financial Group, Llc (registered 2021-03-10)
Form ADVobserved 4 days ago