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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2026-02-27 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
6110 Mcfarland Station Drive Suite 1006, Alpharetta, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Securities Inc | Jackson | TN | 11/2014 | 03/2026 |
| Rfg Advisory Llc Dba Black Oak Asset Management | Alpharetta | GA | 02/2026 | Present |
| Private Client Services | Alpharetta | GA | 03/2026 | Present |
1) Black Oak Asset Management (DBA),Is Investment Related,,6110 McFarland Station Dr., Suite 1006, Alpharetta, GA 30004 "Securities, advisory, & Insurance", President/Owner,02/27/2026,160 hours per month, 160 hours per month during trading hours, Fee Based Compensation, "President/owner of a financial planning firm that invests for clients, advisory, & potential insurance products for our clients." 2) Ryan Ledden has real estate rental income. Not investment related. 7540 Heardsville Circle, Cumming GA, 30028. Begin date January 2017, 1 hour per month, 0 hours during trading hours 3) Ledden Wealth Advisory LLC, Is Investment Related, registered location, Separate business entity, Owner,2017-07-01,200 hours per month,200 hours per month during trading hours,Fee Based Compensation,This is my business entity for conducting business as an advisor. 4) 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. 5) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 03/02/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-01 |
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