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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 | 2023-05-15 |
| TX | RA | APPROVED_RES | 2023-05-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Regions Bank | Hoover | AL | 01/2020 | 07/2021 |
| Dan Carlisle Allstate Agency | Hoover | AL | 04/2017 | 11/2017 |
| Nch Corporation | Irving | TX | 11/1992 | 03/2017 |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2021 | 05/2023 |
| Cetera Investment Advisers Llc | Birmingham | AL | 01/2022 | 05/2023 |
| Private Client Services | Birmingham | AL | 05/2023 | Present |
| Rfg Advisory, Llc Dba Volare Wealth Advisors | Vestavia Hills | AL | 05/2023 | Present |
| Dan Carlisle Allstate Agency | Hoover | AL | 04/2018 | 01/2020 |
| Belk Department Store | Birmingham | AL | 11/2017 | 04/2018 |
1) Volare Wealth Advisors. 1400 Urban Center Drive, Suite 475, Vestavia HIlls, AL 35242. DBA. Registered Sales Assistant/Admin. 160 hrs/mo; 160 during trading hrs. 2) RFG Advisory. 1400 Urban Center Drive, Ste 475, Vestavia Hills, AL 35242. RSA. 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
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