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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-23 |
| MI | RA | APPROVED | 2025-01-23 |
Branch Locations
9200 E Mineral Ave. #100, Centennial, CO 80112 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Littleton | CO | 11/2003 | 10/2016 |
| Wells Fargo Advisors Llc | Denver | CO | 01/2011 | 10/2016 |
| Raymond James And Associates | Denver | CO | 10/2016 | 01/2025 |
| Rfg Advisory, Llc | Au Train | MI | 01/2025 | Present |
| Private Client Services | Centennial | CO | 01/2025 | Present |
1) TrekNorth Investment Management. 9200 E Mineral Ave, #100, Centennial, CO 80112. DBA. RSA. 160 hrs/mo; 160 during trading hrs. Investment related. 2) Prodigal Preacher International. N9890 Shore Drive, Au Train, MI 49806. Nonprofit organization providing food and education to children in Kenay and Uganda. Volunteer Bookkeeper and Program Manager. 20 hrs/mo; 0 during trading hrs. Not investment related. 3) RFG Advisory. 1400 Urban Center Drive, Ste 475, Birmingham, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. 4) LWPPOA; NON INVESTMENT RELATED; N9890 Shore Dr., Au Train, MI 49806; Nonprofit Property Owners Association; Bookkeeping; 5 hrs/mo ; 0 during trading hours;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-06 |
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