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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-12 |
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
3401 West Rock Creek Road, Norman, OK 73072 • United States
5400 North Grand Blvd. Suite 102, Oklahoma City, OK 73112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs-Oklahoma City, Llc | Oklahoma | OK | 12/2005 | 09/2016 |
| Financial Engines Advisor Center, Llc | Oklahoma City | OK | 10/2016 | 11/2016 |
| Financial Engines Advisors L.L.C. | Oklahoma City | OK | 11/2016 | Present |
| Rfg Advisory Dba Rjb Financial Planning | Oklahoma City | OK | 09/2025 | Present |
1) RJB Financial Planning; YES; 5400 North Grand Blvd., Suite 102, Oklahoma City, OK. 73112; DBA; Owner/Founder/Advisor; Start: 9/12/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; Start: 9/12/2025; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-08 |
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