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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-25 |
| AL | RA | APPROVED | 2015-11-11 |
Branch Locations
248 Inverness Center Drive, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Vestavia Hills | AL | 10/2015 | 06/2018 |
| Rfg Advisory | Birmingham | AL | 10/2015 | Present |
| Private Client Services | Birmingham | AL | 06/2018 | 12/2025 |
1) 10/30/2015. POA FOR FAMILY ACCOUNTS. <1 HOURS/MO; <1 DURING TRADING HOURS. 2) 10/30/2015. RFG ADVISORY. 248 INVERNESS CENTER DRIVE, BIRMINGHAM, AL 35242. DBA FOR PCS ACTIVITIES. REGISTERED REPRESENTATIVE. 120 HOURS/MO; 120 DURING TRADING HOURS. 3) RFG ADVISORY. 248 INVERNESS CENTER DRIVE, BIRMINGHAM, AL 35242. ADVISORY ACTIVITIES AND DBA FOR PCS BUSINESS. IAR. 120 HOURS/MO; 120 DURING TRADING HOURS. 4) ITER FINANCIAL WELLNESS. 248 INVERNESS CENTER DRIVE, BIRMINGHAM, AL 35242. REBRANDING OF FINANCIAL ADVISORY PRACTICE. FINANCIAL ADVISOR. 160 HRS/MO; 120 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-25 |
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