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RIA / WealthAdvisor39 years in industry

TIMOTHY ROY LOVING

Advisor at CG ADVISORY SERVICES

WILLIAMSTON, MI | Galesburg, IL

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Search this name across graphsid dfx:ria:f5e9a5a4-c89d-4e39-a026-d58a7be7d50c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2007 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: Aug 31, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom 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: Aug 31, 1987
First registration: Dec 19, 2007
Dual registered: no
IAPD individual key: 1720544

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	Oct 3, 2022	n/a	yes	WILLIAMSTON, MI\|Galesburg, IL	Current employment
KURE ADVISORY, LLC	Independent wealth	May 18, 2021	Oct 13, 2022	no	Galesburg, IL\|PLYMOUTH, MN	Previous registration
TRUADVICE LLC	Former SEC adviser	Sep 3, 2019	Jul 15, 2021	no	SARASOTA, FL\|Galesburg, IL\|Davenport, IA	Previous registration
CG ADVISORY SERVICES	Independent wealth	May 24, 2012	Jan 2, 2020	no	WILLIAMSTON, MI\|Galesburg, IL\|Davenport, IA	Previous registration
POTERACK CAPITAL ADVISORY, INC.	Former SEC adviser	Dec 23, 2009	Aug 20, 2012	no	GALESBURG, IL\|CHARLOTTE, NC	Previous registration
KALOS MANAGEMENT	Former SEC adviser	Dec 19, 2007	Dec 17, 2009	no	PONTE VEDRA BEACH, 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
KURE ADVISORY, LLC	CG ADVISORY SERVICES	Oct 13, 2022	Oct 3, 2022	-10	Firm change	RIA to RIA
TRUADVICE LLC	KURE ADVISORY, LLC	Jul 15, 2021	May 18, 2021	-58	Firm change after gap	RIA to RIA
CG ADVISORY SERVICES	TRUADVICE LLC	Jan 2, 2020	Sep 3, 2019	-121	Firm change after gap	RIA to RIA
POTERACK CAPITAL ADVISORY, INC.	CG ADVISORY SERVICES	Aug 20, 2012	May 24, 2012	-88	Firm change after gap	Other
KALOS MANAGEMENT	POTERACK CAPITAL ADVISORY, INC.	Dec 17, 2009	Dec 23, 2009	6	Firm change	Other

Relationships

Registered with (5)

→ CG ADVISORY SERVICESRegistered adviserregistration: previous registration
May 24, 2012 to Jan 2, 2020factForm ADV
→ KURE ADVISORY, LLCRegistered adviserregistration: previous registration
May 18, 2021 to Oct 13, 2022factForm ADV
→ TRUADVICE LLCRegistered adviserregistration: previous registration
Sep 3, 2019 to Jul 15, 2021factForm ADV
→ POTERACK CAPITAL ADVISORY, INC.Registered adviserregistration: previous registration
Dec 23, 2009 to Aug 20, 2012factForm ADV
→ KALOS MANAGEMENTRegistered adviserregistration: previous registration
Dec 19, 2007 to Dec 17, 2009factForm ADV

Dated events

Occurred
Oct 13, 2022
Advisor changed firm
Timothy Roy Loving left Kure Advisory, Llc for Cg Advisory Services (registered 2022-10-03)
Form ADVobserved 4 days ago