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Current Employers
Rfg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-02-18
TX RA APPROVED 2022-02-18
  • OH RA
    APPROVED
    Since 2022-02-18
  • TX RA
    APPROVED
    Since 2022-02-18

Branch Locations

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

24500 Center Ridge Rd. Suite 115, Westlake, OH 44145 • 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
OrganizationCityStateFromTo
Edward Jones Berea OH 09/2018 02/2022
Jim Cahlik State Farm Westlake OH 05/2017 08/2018
Staffinders Inc Independence OH 11/2015 04/2017
Rfg Advisory, Llc Westlake OH 02/2022 Present
  • 09/2018 → 02/2022
    Berea, OH
  • 05/2017 → 08/2018
    Jim Cahlik State Farm
    Westlake, OH
  • 11/2015 → 04/2017
    Staffinders Inc
    Independence, OH
  • 02/2022 → Present
    Westlake, OH
Previous Registrations
  • 2018-11-02 → 2022-02-22
    Berea, OH
    St Louis, MO
    Strongsville, OH
Other Businesses

(1) CLEVELAND PROPERTIES GROUP LLC Investment-Related: No. Type of business: WHOLESALE REAL ESTATE 475 N ROCKY RIVER DR., BEREA, OH 44017 Start date: 2/1/2018 POSITION: CO-OWNER Hours per month: 30 Hours during trading: 0 Duties: REVIEW REAL ESTATE OFFERINGS. (2) A&J PROPERTY GROUP LLC Investment-related: No Nature of business: Rental Properties Address: 475 N ROCKY RIVER DR., BEREA, OH 44017 Start date: 04/01/2021 Position: CO-OWNER Hours per month: 5 Hours during trading: 0 Duties: BUY & HOLD RENTAL PROPERTIES. (3) BOB'S HOME GOODS LLC Investment-related: No Nature of business: E-COMMERCE Address: 475 N ROCKY RIVER DR., BEREA, OH 44017 Start date: 08/2021 Position: OWNER Hours per month: 5 Hours during trading: 0 Duties: REVIEW SALES (4) Afia Wealth Management Investment-related: Yes Nature of business: RIA DBA Address: 24600 Center Ridge Rd., Suite 107, Westlake, OH 44145 Start date: 2/18/2022 Position: Co-Founder/Investment Adviser Representative Hours per month: 160 Hours during trading: 160 Duties: Owner/Investment Adviser Representative (5) Crump Life Insurance Services Investment-related: Yes Nature of business: Insurance Address: 4135 North Front Street, Harrisburg, PA 17110 Start date: 10/2018 Position: Insurance Agent Hours per month: 30 Hours during trading: 30 Duties: Insurance product offerings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-01
  • S66 Uniform Combined State Law Examination
    2018-11-01
Other Names
  • John Siuda
  • John Joseph Siuda

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