Executive appointment
Jon Patullo
TradePMR → CG Financial Services
What changed
Joined CG Financial Services as COO/CIO after serving as TradePMR chief product officer since 2024; previously Apex Fintech Solutions and TD Ameritrade Institutional.
- Reported / discovered
- Oct 2, 2026
- Effective
- Not reported
- New role
- Chief Operating Officer and Chief Information Officer
- Previous role
- Not reported
- Market
- Haslett, MI
- Reported book
- Not disclosed
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
WealthManagement — Alts ↗Oct 2, 2026 · Reporting
WealthManagement.com ↗Oct 2, 2026 · Reporting
Private Wealth Daily ↗Oct 2, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
4 observations consolidated into one event.
Oct 4, 2026Source evidence reconciled
Oct 3, 2026Source evidence reconciled
Oct 2, 2026Source evidence reconciled