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608 N. Us Hwy 281 Suite 103, Marble Falls, TX 78654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-15 |
Branch Locations
608 N. Us Hwy 281 Suite 103, Marble Falls, TX 78654 • 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 |
|---|---|---|---|---|
| Summit Brokerage Services, Inc. | Marble Falls | TX | 04/2009 | 06/2018 |
| Summit Financial Group, Inc. | Marble Falls | TX | 04/2009 | 06/2018 |
| The Rosamond Financial Group Wealth Management, Llc | Marble Falls | TX | 12/2017 | Present |
| Rfg Family Office Llc | Marble Falls | TX | 10/2024 | Present |
(1) THE ROSAMOND FINANCIAL GROUP, LLC; SINCE 04/01/2009; SAME AS BRANCH ADDRESS; PRESIDENT; Writing checks, paying payroll, rent, utilities, etc. Any other activities associated with runnning the day to day operations of my office; 40 HOURS SPENT ON ACTIVITY PER MONTH (2) RFG Family Office, LLC; Investment related: No; 608 N. US HWY 281, SUITE 103 MARBLE FALLS TX 78654; Providing operating advice and help to businesses such as administrative organization, organizing their finances, budgeting, records and processes.; MANAGER; Overseeing clients and recommending processes and procedures to organize their business.; Start date: 2024-10-16; 40 Hours per month during trading hours; 40 Hours per month outside trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-29 |
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