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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 | 2025-10-14 |
| CO | RA | APPROVED | 2024-01-08 |
| TX | RA | APPROVED | 2024-01-08 |
Branch Locations
Colorado Springs, CO • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castle Rock Investment Company | Castle Rock | CO | 06/2016 | 12/2016 |
| Unemployed | Larkspur | CO | 12/2016 | 02/2017 |
| Cascade Financial Management, Inc. | Denver | CO | 02/2017 | 05/2019 |
| Unemployed | Denver | CO | 05/2019 | 01/2020 |
| Millennial Wealth Management, Llc | Broomfield | CO | 01/2020 | 03/2021 |
| Accelerated Wealth Advisors, Llc | Colorado Springs | CO | 04/2021 | 01/2024 |
| Accelerated Wealth, Llc | Colorado Springs | CO | 06/2021 | 01/2024 |
| Reaching The Stars Center For Autism, Inc | Westlake | CA | 09/2021 | Present |
| Rfg Advisory, Llc Dba Confidence Financial Partners | Colorado Springs | CO | 01/2024 | 10/2025 |
| Rfg Advisory Llc | Colorado Springs | CO | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-29 |
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