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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 | 2022-07-25 |
| TX | RA | APPROVED | 2022-07-25 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
248 Inverness Center Drive, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vestavia Hills City Schools | Vestavia Hills | AL | 08/2020 | 06/2022 |
| Hoover City Schools | Hoover | AL | 08/2012 | 07/2020 |
| Lululemon | Birmingham | AL | 05/2012 | 05/2018 |
| Private Client Services | Birmingham | AL | 03/2022 | 12/2023 |
| Rfg Advisory, Llc | Birmingham | AL | 06/2021 | 07/2022 |
| Rfg Advisory, Llc | Birmingham | AL | 07/2022 | Present |
RFG Advisory LLC. 1400 Urban Center Drive. RIA. 160 hrs/mo; 160 during trading hrs. Iter Financial Wellness. 248 Inverness Center Drive, Birmingham, AL 35242. Rebranding of Financial Advisory practice. Financial advisor. 160 hrs/mo; 120 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-13 |
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