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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_RES | 2026-06-02 |
| UT | RA | APPROVED | 2026-06-02 |
Branch Locations
1895 East Rodeo Walk Drive Suite B200, Holladay, UT 84117 • 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 |
|---|---|---|---|---|
| Rfg Advisory Llc Dba Arcadia Grove Wealth | Holladay | UT | 05/2026 | Present |
| J.P. Morgan Chase Bank Na | Scottsdale | AZ | 07/2016 | Present |
| J.P. Morgan Securities Llc | Scottsdale | AZ | 07/2016 | Present |
| J.P. Morgan | Scottsdale | AZ | 02/2016 | Present |
1) Arcadia Grove Wealth, YES; 1895 East Rodeo Walk Drive, Suite B200, Holladay, Utah 84117; DBA; Owner/Founder/Advisor; Start: 6/02/2026; 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) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 6/02/2025; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-19 |
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