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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-06-09 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Birmingham | AL | 04/2013 | 09/2018 |
| Bridgeworth, Llc | Birmingham | AL | 05/2013 | Present |
| Rfg Advisory, Llc Dba Volare Wealth Advisors | Vestavia Hills | AL | 02/2019 | Present |
1) RFG ADVISORY LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242: 02/2019; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 2) VOLARE WEALTH ADVISORS. THREE CITY PLACE DRIVE, SUITE 590, CREVE COEUR, MO 63141; 04/01/2025; DBA FOR INVESTMENT/INSURANCE. OWNER/ADVISOR/INSURANCE AGENT. 160 HRS/MO; 160 DURING TRADING HRS. 3) Highland Capital; Investment Related; 3535 Grandview Parkway, Suite 500 Birmingham, AL 35243; Insurance Investments; Agent; 3/1/2019; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.. 4) Breast Cancer Research Foundation of Alabama; Not investment-related; PO Box 531225, Birmingham, AL 35253; Breast cancer research funding; Advisory Board member since 01/2021; Approximately 10 hours per month devoted with 5 hours devoted during securities trading hours. 5) E. Hinton, LLC; Investment related; Financial and Investment Business; President; 08/03/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-26 |
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