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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-13 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
2201 Spinks Road Suite 170, Flower Mound, TX 75022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 10/2015 | 09/2018 |
| Gwfs Equities, Inc (Empower Retirement) | Greenwood Village | CO | 09/2018 | 04/2020 |
| Edelman Financial Engines | Santa Clara | CA | 04/2020 | 02/2025 |
| Rfg Advisory, Llc | Flower Mound | TX | 02/2025 | Present |
1) Strodtman Wealth Management; YES; 2201 Spinks Road, Suite 170, Flower Mound, TX 75022; DBA; Owner/Founder/Advisor; Start: 2/13/2024; 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) The Pinnacle Group, YES, 12724 Gran Bay Pkwy, Bldg 1, Suite 150, Jacksonville, FL 322588; Insurance IMO; 40 hrs/mo; 40 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-08 |
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