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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED | 2025-03-14 |
Branch Locations
5 Centerpointe Dr. Ste. 400, Lake Oswego, OR 97035 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2016 | 03/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2016 | 03/2025 |
| Rfg Advisory, Llc | Lake Oswego | OR | 03/2025 | Present |
1) RFG Advisory LLC; Investment Related; 5 Centerpointe Dr #400, Lake Oswego, OR 97035; DBA; Investment Advisor; Start: 3/14/2025; 160 hrs/mo; 160 during trading hrs.; DBA name for insurance and advisory activity. 2) RFG Advisory LLC; Investment Related; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. IAR, wealth advisory, insurance agent; advisory and insurance activity. 3) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 3/14/2025; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products. 4) The W-Source, Not Investment Related, 7540 SW Hermoso Way, Portland, OR 97223, 01/2021, Board Member, 2 HR/MO, 2 HR/MO During Trading Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-16 |
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