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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 | 2022-08-19 |
| TX | RA | APPROVED | 2022-08-19 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
1169 Pittsford-Victor Road, Suite 120, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2012 | 08/2018 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2018 | 08/2022 |
| Private Client Services | Pittsford | NY | 08/2022 | Present |
| Rfg Advisory, Llc Dba Sixpoint Financial Partners | Pittsford | NY | 08/2022 | Present |
| American Portfolios Advisors, Inc. | Holbrook | NY | 08/2018 | 08/2022 |
1) ASH BROKERAGE. INVESTMENT-RELATED. 888 S HARRRISON ST, #900, FORT WAYNE, IN 46802. INSURANCE. AGENT. 80 HRS/MO; 80 DURING TRADING HRS. 2) GREECE EDUCATION FOUNDATION. 750 MAIDEN LANE, ROCHESTER, NY 14615. EDUCATION FOUNDATION. BOARD MEMBER. 1 HR/MO; 1 DURING TRADING HRS. 3) KAFL INSURANCE RESOURCES. INVESTMENT-RELATED. 800 LINDEN AVENUE, ROCHESTER, NY 14625. INSURANCE. AGENT. 80 HRS/MO; 80 DURING TRADING HRS. 4) RFG ADVISORY LLC. INVESTMENT-RELATED. 1400 URBAN CENTER DRIVE, STE 475, VESTAVIA HILLS, AL 35234. RIA. 160 HRS/MO; 160 DURING TRADING HRS. 5) SIXPOINT FINANCIAL PARTNERS. INVESTMENT-RELATED. 1169 PITTSFORD-VICTOR RD, SUITE 120, PITSFORD, NY 14534. DBA. PARTNER/ADVISOR/AGENT. 160 HRS/MO; 160 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-09 |
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