Phillip Ryan Shaw

Current Employers

Employment History

• 01/2015 → 06/2017
  Gf Investment Services, Llc
  Sarasota, FL
• 01/2015 → 09/2018
  Money Managers, Ltd.
  Oak Brook, IL
• 01/2015 → 09/2018
  Money Managers Advisory
  Oak Brook, IL
• 11/2018 → Present
  Goldstone Financial Group
  Oakbrook Terrace, IL
• 08/2026 → Present
  Rfg Advisory Llc Dba August Financial Planning
  Chicago, IL

Previous Registrations

• 2017-12-14 → 2018-09-06
  Money Managers Advisory
  Oak Brook, IL
• 2013-06-17 → 2015-01-28
  Thrivent Investment Management Inc.
  Downers Grove, IL
  Downers Grove, IL
  Naperville, IL

Other Businesses

1) August Financial Planning; YES; 19 N. Green Street, Chicago, IL 60607; DBA; Owner/Founder/Advisor; Start: 08/14/2026; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) 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. 3) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 08/14/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-14
• S66 Uniform Combined State Law Examination
  2013-06-15

Designations