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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-11-01 |
| TX | RA | APPROVED | 2022-11-01 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
2290 Valleydale Road Suite 202, Birmingham, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Planning Services Inc. | Birmingham | AL | 06/2008 | 12/2016 |
| Wealth Investment Solutions, Llc | Birmingham | AL | 04/2013 | 12/2016 |
| Accelerated Wealth Advisors, Llc | Colorado Springs | CO | 11/2016 | 12/2016 |
| Accelerated Wealth Advisors, Llc | Birmingham | AL | 12/2016 | 10/2022 |
| Rfg Advisory, Llc | Birmingham | AL | 11/2022 | Present |
FINANCIAL INDEPENDENCE GROUP (FIG)/WEALTH PLANNING SERVICES, INC. NOT INVESTMENT-RELATED. 2290 VALLEYDALE RD, SUITE 202, BIRMINGHAM, AL 35244, INSURANCE, INSURANCE AGENT, 40 HOURS/MONTH DURING SECURITIES TRADING HOURS. DUTIES: INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-07 |
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