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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-12 |
| TX | RA | APPROVED_RES | 2025-12-02 |
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 |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston | MA | 04/2010 | 10/2018 |
| Balter Liquid Alternatives | Boston | MA | 11/2018 | 03/2019 |
| Northern Lights Distributors, Llc | Omaha | NE | 11/2018 | 03/2019 |
| Mfs Investment Management | Boston | MA | 04/2011 | 11/2018 |
| Unemployed | Medfield | MA | 03/2019 | 01/2020 |
| Bluebird Wealth Management Llc | Medfield | MA | 06/2019 | 12/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | 12/2025 |
| Private Client Services | Birmingham | AL | 12/2025 | Present |
| Rfg Advisory Llc | Birmingham | AL | 12/2025 | Present |
RFG Advisory. 1400 Urban Center Dr, Ste 475, Vestavia Hills, AL 35242. RIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-29 |
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