Jennifer Angell

Current Employers

Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-27

TX RA
APPROVED

Since 2026-08-27

Branch Locations

3390 Mary Street Suite 116, Coconut Grove, FL 33133 • United States

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Payne Capital Management, Llc	New York	NY	04/2015	Present
Rfg Advisory Llc Dba Palmera Private Wealth	Coconut Grove	FL	08/2026	Present

04/2015 → Present

Payne Capital Management, Llc

New York, NY
08/2026 → Present

Rfg Advisory Llc Dba Palmera Private Wealth

Coconut Grove, FL

Previous Registrations

2016-08-19 → 2026-08-28

Payne Capital Management, Llc

New York, NY

New York, NY

New York, NY

Miami, FL

Other Businesses

1) Palmera Private Wealth, LLC; YES; 3390 Mary Street, Suite 116, Coconut Grove, FL 33133; DBA; Owner/Founder/Advisor; Start: 08/27/2026; 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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-09-22

S65 Uniform Investment Adviser Law Examination

2015-09-22

Designations

View on SEC IAPD