DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Leonard Daniel Gilroy-Solano

Cg Advisory Servicesindependent RIAGrand Blanc, Mi IA-onlyIAPD 4792612

Feed of 09/14/2026

At current firm

0 y

since Jun 24, 2026

In the industry

22 y

since Jun 1, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cg Advisory Services independent RIA current
since Jun 24, 2026 · Grand Blanc, Mi
The Patriot Financial Group, LLC independent RIA
Mar 10, 2021 to Apr 2, 2026 · Walpole, Ma
Securities America Advisors, Inc. former
May 6, 2019 to Dec 15, 2022 · Grand Blanc, Mi
Wells Fargo Advisors wirehouse
Dec 6, 2012 to May 10, 2019 · Flint, Mi
UBS Financial Services Inc. wirehouse
Sep 17, 2010 to Dec 13, 2012 · Troy, Mi
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 5, 2006 to Oct 20, 2008 · Grand Blanc, Mi

Moves

a registration end followed by a registration begin elsewhere

The Patriot Financial Group, LLC to Cg Advisory Services
left Apr 2, 2026, registered Jun 24, 2026 (83 days) · RIA to RIA
Securities America Advisors, Inc. to The Patriot Financial Group, LLC
left Dec 15, 2022, registered Mar 10, 2021 (-645 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to Securities America Advisors, Inc.
left May 10, 2019, registered May 6, 2019 (-4 days) · Wirehouse to affiliated broker-dealer or bank
UBS Financial Services Inc. to Wells Fargo Advisors
left Dec 13, 2012, registered Dec 6, 2012 (-7 days) · Wirehouse to wirehouse
Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.
left Oct 20, 2008, registered Sep 17, 2010 (697 days) · Wirehouse to wirehouse

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address