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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 | 2024-03-05 |
| TX | RA | APPROVED | 2024-03-01 |
Branch Locations
4830 W. Kennedy Blvd Suite 600, Tampa, FL 33609 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
360 Central Avenue Suite 800, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ci Doyle Private Wealth, Llc | St. Petersburg | FL | 03/2015 | 03/2023 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient | St. Petersburg | FL | 12/2022 | 03/2024 |
| Corient Services Llc | Miami | FL | 07/2023 | 03/2024 |
| Rfg Advisory Llc Dba Aimwell Financial | St. Petersburg | FL | 03/2024 | Present |
AimWell Financial; Investment-Related; 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242; DBA for RFG Advisory, LLC; Owner/Wealth Advisor; Start: 02/16/2024; 160 hours per month during securities trading hours; DBA Investment Advisory. (2)
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