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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-14 |
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
218 Commercial Blvd Suite 235, Lauderdale By The Sea, FL 33308 • 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 |
|---|---|---|---|---|
| Global Wealth Retirement Planning Llc | Fort Lauderdale | FL | 10/2014 | 05/2025 |
| Global Financial Private Capital, Llc | Sarasota | FL | 04/2015 | 08/2017 |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | FL | 02/2017 | 05/2025 |
| Madison Avenue Securities, Llc | San Diego | CA | 11/2017 | 12/2023 |
| Madison Avenue Securities, Llc | San Diego | CA | 01/2025 | 05/2025 |
| Rfg Advisory | Vestavia Hills | AL | 05/2025 | Present |
| Private Client Services, Llc | Lauderdale By The Sea | FL | 06/2025 | Present |
1) RJG CONSULTING. 5811 NE 22ND TERRACE, FT. LAUDERDALE, FL 33308. REAL ESTATE. SILENT INVESTOR. 2 HRS/MO; 0 DURING TRADING HRS. INVESTMENT RELATED. 2) RFG Advisory. 1400 Urban Center Dr., Ste 475 Vestavia, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. 3) RFG Advisory. 218 Commercial Blvd Suite 235 Lauderdale By the Sea, FL 33308. DBA. Advisor. 160 hrs//mo; 160 during trading hrs. Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-02 |
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