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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-13 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
201 W. Virginia Street Suite 102, Mckinney, TX 75069 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Frisco | TX | 09/2014 | 10/2020 |
| Raymond James Financial Services Advisors Inc. | Frisco | TX | 09/2014 | 10/2020 |
| Legacy Texas Bank | Allen | TX | 01/2015 | 09/2017 |
| Private Client Services | Mckinney | TX | 10/2020 | 10/2023 |
| Rfg Advisory, Llc Dba Blake Wealth Management | Mckinney | TX | 10/2020 | Present |
1) Blake Wealth Management; YES;201 W. Virginia Street, Suite 102, Mckinney, TX 75069; DBA; Owner/Founder/Advisor; Start: 10/15/2020; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) Insurance Sales; Investment Related; 201 W. Virginia Street, Suite 102, McKinney, TX, 75069; Insurance Investments; Agent;10/15/2020; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products. 4) Blue Caboose Children's fund; NON investment related; 5013 Bryn Mawr Dr., McKinney, TX 75070, NonProfit; 10/15/2020; 5 hrs/mo; 0hrs/month during trading; Treasurer for non profit. 5) Carry the load; NON investment related; 514 S. Hall Street, Dallas, TX 75226; Non Profit Organization; 10/15/2020; 3 hrs/mo; 0hrs/month during trading; Non Profit Volunteer. 6) Wings of Widows; NON Investment Related; 05/01/2024; 201 W. Virginia Street, Suite 102, McKinney, TX, 75069; Volunteer Financial Coach; 3 hrs/mo; 0hrs/month during trading; Coaching 7) Senior Services Alliance of McKinney Chamber of Commerce; NON investment related; 01/17/2023; 7300 TX-121 Ste 200A, McKinney, TX 75070; Committee Member; 2 hrs/mo; 0hrs/month during trading; 8) Savvy Ladies; NON investment Related; 39 Broadway Rm 1730, New York, NY 10006; Financial Helpline Coach; 08/23/2022; 2 hrs/mo; 0hrs/month during trading; Financial Helpline Volunteer.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-02 |
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