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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 | 2026-07-31 |
| WA | RA | APPROVED | 2026-07-31 |
Branch Locations
1145 Broadway - Suite 602, Tacoma, WA 98402 • United States
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 |
|---|---|---|---|---|
| Prudential Investment Management Services | San Francisco | CA | 01/2010 | 10/2016 |
| Prudential Insurance Company Of America | San Francisco | CA | 01/2010 | 10/2016 |
| Financial Engines Advisor Center, Llc | Federal Way | WA | 10/2016 | 11/2016 |
| Financial Engines Advisors L.L.C. | Federal Way | WA | 11/2016 | 02/2025 |
| Edelman Financial Engines | Santa Clara | CA | 02/2025 | Present |
| Rfg Advisory Llc Dba Kasper Wealth Management | Tacoma | WA | 07/2026 | Present |
1) Kasper Wealth Management; YES; 1145 Broadway - Suite 602 Tacoma, WA 98402; DBA; Owner/Founder/Advisor; Start: 7/31/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 07/31/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-08 |
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