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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-01-29 |
| TX | RA | APPROVED | 2021-01-29 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Salina | KS | 05/1989 | 01/2021 |
| Various Insurance Carriers | Salina | KS | 09/1989 | Present |
| Billings Group, Inc. | Salina | KS | 09/2013 | Present |
| Salina Christian Academy | Salina | KS | 09/2010 | 12/2016 |
| Private Client Services | Salina | KS | 01/2021 | Present |
| Rfg Advisory, Llc Dba Billings Group | Salina | KS | 01/2021 | Present |
1) BILLINGS GROUP. 1000 WESTCHESTER DR, SALINA, KS 67401. PROVIDING INVESTMENT ADVISORY AND INSURANCE SERVICES. OWNER/FINANCAL ADVISOR. 160 HRS/MO; 160 DURING TRADING HRS. 2) BILLINGS GROUP/INSURANCE. 1000 WESTCHESTER DR, SALINA, KS 67401. BILLINGS GROUP/INSURANCE THROUGH CRUMP INSURANCE. OWNER/INSURANCE AGENT. 80 HRS/MO; 80 DURING TRADING HRS. 3) RFG ADVISORY LLC. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. 160 HRS/MO; 160 DURING TRADING HRS. 4) BILLINGS GROUP S CORP. 1000 WESTCHESTER DR, SALINA, KS 67401. BILLINGS GROUP S CORP/INVESTMENTS/INSURANCE/BOARD OF DIRECTORS. PRESIDENT. 12 HRS/MO; 12 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-23 |
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