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Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-07
TX RA APPROVED 2026-01-07
  • MA RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED
    Since 2026-01-07

Branch Locations

30 Corporate Drive Suite 220, Pembroke, MA 02359 • United States

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Marshfield MA 06/2012 01/2026
Damon Diodati Pembroke MA 01/2013 Present
Private Client Services Pembroke MA 01/2026 Present
Rfg Advisory Llc Dba Powder Point Wealth Management Pembroke MA 01/2026 Present
  • 06/2012 → 01/2026
    Marshfield, MA
  • 01/2013 → Present
    Damon Diodati
    Pembroke, MA
  • 01/2026 → Present
    Private Client Services
    Pembroke, MA
  • 01/2026 → Present
    Rfg Advisory Llc Dba Powder Point Wealth Management
    Pembroke, MA
Previous Registrations
Other Businesses

1) RFG Advisory; 1400 Urban Center Drive, Suite 475, Birmingham, AL 35242; RIA; position investment adviser representative; start date: 01/2026; hours per month: 160; hours per month during trading hours: 160. 2) Powder Point Wealth Management, 30 Corporate Park Drive, Suite 220, Pembroke, MA 02359; DBA; position: advisor; start date: 09/2004; hours per month: 160; hours during trading hours: 160. 3) Damon Diodati, Inc.; 30 Corporate Park Drive, Suite 220, Pembroke, MA 02359; CPA firm - accounting and tax services; position: on-owner CPA; start date: 01/2013; hours per month 60; hours during trading hour: 40. 4) The Pinnacle Group; 12724 Gran Bay Pkwy, Bldg. 1, Ste 150, Jacksonville, FL 32258; insurance marking organization; position: insurance agent; start date 01/2026; hours per month: 5; hours per month during trading hours: 5. 5) River Point Homeowners Association, 32 River Point Drive, Pembroke, MA 02359; homeowners association; position: treasurer, board member; start date: 09/2003; hours per month: 2; hours per month during trading hours: 0.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-08
S63 Uniform Securities Agent State Law Examination 1996-08-27
  • S66 Uniform Combined State Law Examination
    2000-11-08
  • S63 Uniform Securities Agent State Law Examination
    1996-08-27
Other Names
  • Michael Jeffrey Damon
  • Michael J Damon

View on SEC IAPD

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