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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
30 Corporate Drive Suite 220, Pembroke, MA 02359 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 03/2016 | 01/2026 |
| Powder Point Wealth Mgmt, Llc | Pembroke | MA | 03/2016 | Present |
| Private Client Services | Pembroke | MA | 01/2026 | Present |
| Rfg Advisory Llc Dba Powder Point Wealth Management | Pembroke | MA | 01/2026 | Present |
1) RFG Advisory; 1400 Urban Center Drive, Suite 475, Birmingham, AL 35242; RIA; position investment adviser representative; start date: 01/2026; hours per month: 160; hours per month during trading hours: 160. 2) Powder Point Wealth Management, 30 Corporate Park Drive, Suite 220, Pembroke, MA 02359; DBA; position: owner, founder, and advisor; start date: 03/2016; hours per month: 160; hours during trading hours: 160. 3) The Pinnacle Group; 12724 Gran Bay Pkwy, Bldg. 1, Ste 150, Jacksonville, FL 32258; insurance marking organization; position: insurance agent; start date 01/2026; hours per month: 2; hours per month during trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-08 |
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