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

Daniel George Mcpherson

Cg Advisory Servicesindependent RIAWilliamston, Mi IA-onlyIAPD 4964802

Certified Financial Planner

Feed of 09/14/2026

Also filed as Dan Mcpherson

At current firm

8 y

since Apr 11, 2018

In the industry

21 y

since Jun 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/dan-mcpherson-cfp%C2%AE-chfc%C2%AE-05187015/detail/recreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Cg Advisory Services independent RIA current
since Apr 11, 2018 · Idaho Falls, Id
Cetera Advisors LLC former
Feb 28, 2012 to Apr 9, 2018 · Idaho Falls, Id
Pacific West Financial Consultants Inc former
Jan 31, 2011 to Feb 28, 2012 · Renton, Wa
Spc BD affiliated
Jun 21, 2007 to Jan 28, 2011 · Idaho Falls, Id
Securities America Advisors, Inc. former
Feb 28, 2006 to Jun 13, 2007 · Idaho Falls, Id
Securian Financial Services, Inc. former
Jul 5, 2005 to Feb 16, 2006 · Blackfoot, Id

Moves

a registration end followed by a registration begin elsewhere

Cetera Advisors LLC to Cg Advisory Services
left Apr 9, 2018, registered Apr 11, 2018 (2 days) · Affiliated broker-dealer or bank to independent RIA
Pacific West Financial Consultants Inc to Cetera Advisors LLC
left Feb 28, 2012, registered Feb 28, 2012 (0 days) · corporate re-registration, not a move
Spc to Pacific West Financial Consultants Inc
left Jan 28, 2011, registered Jan 31, 2011 (3 days) · Other
Securities America Advisors, Inc. to Spc
left Jun 13, 2007, registered Jun 21, 2007 (8 days) · Other
Securian Financial Services, Inc. to Securities America Advisors, Inc.
left Feb 16, 2006, registered Feb 28, 2006 (12 days) · Other

Signals

No dated event on this person.

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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address