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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2019-04-05 |
| TX | RA | APPROVED | 2019-04-05 |
Branch Locations
100 Essex Ct., Suite C, Madison, AL 35758 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Madison | AL | 08/2015 | 04/2019 |
| Calhoun Community College | Huntsville | AL | 08/2009 | 05/2017 |
| Vehicle Value Parts | Madison | AL | 03/2015 | 12/2018 |
| Mattnlina | Madison | AL | 07/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Madison | AL | 01/2016 | Present |
| Investor'S Resource | Madison | AL | 05/2016 | Present |
| Rfg Advisory, Llc Dba Investor's Resource | Madison | AL | 04/2019 | Present |
| Private Client Services | Madison | AL | 04/2019 | Present |
1) INVESTOR'S RESOURCE. 100 ESSEX COURT, SUITE C, MADISON, AL 35758. DBA. FINANCIAL ADVISOR. 160 HOURS/MO; 140 HOURS DURING TRADING HOURS. 2) RFG ADVISORY. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. FINANCIAL ADVISOR. 160 HOURS/MO; 140 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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