THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC ⚠ Disclosure events ACTIVE IA

FINRA firm 140551 · PHOENIX, AZ · view on BrokerCheck ↗
⚠ Regulatory disclosure flag: FINRA reports regulatory or customer-dispute disclosure events for this firm. The specific details (regulatory actions, arbitrations, customer complaints, criminal events) live on the canonical BrokerCheck page. This flag is the KYC tripwire that institutional vendors charge for.

Key facts

FINRA firm ID
140551
Firm name
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Other names / DBAs
401K CAPITAL ADVISORY; THE CAPITAL ADVISORY GROUP, LLC; THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC; MACHTIG ADVISORY SERVICES, LLC; MACHTIG ADVISORY SERVICES; MACHTIG & ASSOCIATES, LLC.; IPSWICH BAY ADVISORS
IA scope
ACTIVE
SEC IA file
801-69464
Branches
4
Disclosure events
YES
HQ
PHOENIX, AZ, 85051, United States

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