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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-10 |
Branch Locations
70 Linden Oaks Third Floor, Rochester, NY 14625 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
2350 North Forest Road Suite 12A, Getzville, NY 14068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Syracuse | NY | 11/2015 | 11/2016 |
| Edelman Financial Engines | Amherst | NY | 11/2016 | 01/2025 |
| Rfg Advisory, Llc | Rochester | NY | 01/2025 | Present |
1) Matterhorn Private Wealth; YES; 70 Linden Oaks, 3rd Floor, Rochester, NY 14625; DBA; Owner/Founder/Advisor; Start: 1/10/2025; 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-19 |
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