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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 | 2025-02-19 |
Branch Locations
901 S Mopac Expressway Bldg 1, Suite 300, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 12/2015 | 05/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | 04/2020 |
| Equitable Advisors Llc | New York | NY | 08/2020 | 02/2022 |
| Equitable Advisors | Austin | TX | 08/2021 | 02/2022 |
| Bayou Bridge Capital | Houston | TX | 02/2022 | 07/2022 |
| Bayou Bridge Capital Advisors, Llc | Houston | TX | 03/2022 | 07/2022 |
| Self Employed | Austin | TX | 07/2022 | 09/2023 |
| Skyline Wealth Management | Topeka | TX | 10/2023 | 01/2024 |
| Wealth Management Group, Inc. | Tipp City | OH | 02/2024 | 02/2025 |
| Rfg Advisory, Llc Dba Ariv Wealth | Austin | TX | 02/2025 | Present |
1) ARiV Wealth; Investment Related; 901 S Mopac Expressway, Bldg 1, Suite 300, Austin, TX 78746; DBA; IAR Advisor; Start: 2/19/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) RFG Advisory, LLC; Investment Related; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) CRUMP INSURANCE; INVESTMENT-RELATED; 4135 NORTH FRONT STREET, HARRISBURG, PA 17110; LIFE/HEALTH/P&C/ANNUITY INSURANCE; INSURANCE AGENT; START 2/19/2025; 80 HOURS/MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-02 |
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