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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-01-29 |
| TX | RA | APPROVED | 2021-01-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Waddell & Reed Inc | Salina | KS | 02/2016 | 01/2021 |
| Various Insurance Carriers | Salina | KS | 08/2016 | Present |
| Billings Group, Inc. | Salina | KS | 03/2017 | Present |
| Private Client Services | Salina | KS | 01/2021 | Present |
| Rfg Advisory, Llc Dba Billings Group | Salina | KS | 01/2021 | Present |
1) BILLINGS GROUP. 1000 WESTCHESTER DR, SALINA, KS 67401. PROVIDING INVESTMENT ADVISORY AND INSURANCE SERVICES. FINANCIAL ADVISOR. 160 HRS/MO; 160 DURING TRADING HRS. 2) BILLINGS GROUP/INSURANCE. 1000 WESTCHESTER DR, SALINA, KS 67401. BILLNGS GROUP/INSURANCE THROUGH CRUMP INSURANCE. INSURANCE AGENT. 80 HRS/MO; 80 DURING TRADING HRS. 3) RFG ADVISORY LLC. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. 160 HRS/MO; 160 DURING TRADING HRS. 4) BILLINGS GROUP S COPR. 1000 WESTCHESTER DR, SALINA, KS 67401. BILLNGS GROUP S CORP/INVESTMENTS/INSURANCE/BOARD OF DIRECTORS. BOARD OF DIRECTORS/TREASURER. 12 HJRS/MO; 12 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-13 |
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