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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 | 2026-01-21 |
| TX | RA | APPROVED | 2025-07-17 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
200 Central Ave 4Th Floor, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 09/2020 | 05/2022 |
| Baltimore County Parks And Recreation Department | Baltimore | MD | 06/2014 | 08/2018 |
| Watermark Charter Cruises | Baltimore | MD | 05/2015 | 08/2017 |
| Mercedes Benz | Tampa | FL | 04/2019 | 10/2019 |
| Contend Capital | Tampa | FL | 04/2019 | 11/2019 |
| University Of Tampa | Tampa | FL | 08/2016 | 06/2020 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 10/2020 | 05/2022 |
| Florida Financial Advisors | Miami | FL | 05/2022 | Present |
| Trinity Wealth Securities, Llc | Miami | FL | 05/2022 | Present |
| Rfg Advisory Llc Dba Bayview Private Wealth | St. Petersburg | FL | 07/2025 | Present |
1) Bayview Private Wealth; INVESTMENT RELATED; 200 Central Ave 4th Floor, St. Petersburg, FL 33701; DBA; Adviser; Start: 7/18/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory 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) Financial Independence Group, LLC (FIG). Investment related. 19520 W Catawba Ave, #200, Cornelius, NC 28031. Insurance FMO for variable and VUL insurance investments. Agent. 80 hrs/mo; 80 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-30 |
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