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RIA / WealthAdvisor40 years in industry

SANFORD J PRIZANT

Advisor at CG ADVISORY SERVICES

WILLIAMSTON, MI | Geneva, IL

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Search this name across graphsid dfx:ria:ead0297f-7de5-33da-06b8-6f6faa1c0686

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 26, 2011 to Sep 15, 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: Jul 22, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 22, 1986
First registration: Apr 26, 2011
Dual registered: no
Other names: SANDY PRINZANT|SANDY PRIZANT|SANDY J PRIZANT
IAPD individual key: 1263173

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	Mar 18, 2019	n/a	yes	WILLIAMSTON, MI\|Geneva, IL	Current employment
IPI WEALTH MANAGEMENT, INC.	Bd affiliated wealth	May 30, 2013	Mar 14, 2019	no	DEERFIELD, IL\|DECATUR, IL	Previous registration
UNITED ADVISORS	Former SEC adviser	Dec 11, 2012	Jan 29, 2014	no	DEERFIELD, IL	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Apr 26, 2011	May 29, 2012	no	RIVERWOOD, IL\|NAPERVILLE, 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
IPI WEALTH MANAGEMENT, INC.	CG ADVISORY SERVICES	Mar 14, 2019	Mar 18, 2019	4	Firm change	Ibd to RIA
UNITED ADVISORS	IPI WEALTH MANAGEMENT, INC.	Jan 29, 2014	May 30, 2013	-244	Firm change after gap	Other
INDEPENDENT FINANCIAL GROUP, LLC	UNITED ADVISORS	May 29, 2012	Dec 11, 2012	196	Firm change	Other

Relationships

Registered with (4)

→ CG ADVISORY SERVICESRegistered adviserregistration: current employment
Mar 18, 2019 to presentfactForm ADV
→ IPI WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 30, 2013 to Mar 14, 2019factForm ADV
→ UNITED ADVISORSRegistered adviserregistration: previous registration
Dec 11, 2012 to Jan 29, 2014factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Apr 26, 2011 to May 29, 2012factForm ADV

Dated events

No dated event names this entity yet.