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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED_RES | 2023-01-24 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Peoria, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckelvey Financial | Ramona | CA | 12/2002 | Present |
| 215 Advisors, Llc | Phoenix | AZ | 08/2016 | 12/2020 |
| Heritage Wealth Management, Llc | Phoenix | AZ | 09/2020 | 01/2023 |
| Rfg Advisory, Llc | Peoria | AZ | 01/2023 | Present |
NAME OF OTHER BUSINESS: MCKELVEY FINANCIAL; INVESTMENT-RELATED: YES; ADDRESS: 8455 W ALYSSA LN, PEORIA, AZ 85383-4811; NATURE OF BUSINESS: INSURANCE; POSITION/TITLE: OWNER/INDEPENDENT INSURANCE AGENT; START DATE: 12/13/2002; APPROXIMATE HOURS/MONTH: 30 HOURS; APPROXIMATE HOURS/MONTH DURING SECURITIES TRADING HOURS: 30; DUTIES: INDEPENDENT INSURANCE AGENT; FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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