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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-12-07 |
Branch Locations
Three City Place Drive Suite 590, Creve Coeur, MO 63141 • United States
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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | St. Charles | MO | 10/2013 | 12/2018 |
| Rfg Advisory, Llc | Creve Coeur | MO | 12/2018 | Present |
| Private Client Services | Creve Coeur | MO | 12/2018 | Present |
1) RFG Advisory LLC; Investment Related; Three City Place Drive, Suite 590, Creve Coeur, MO 63141; DBA; Investment Advisor; Start: 12/2018; 160 hrs/mo; 160 during trading hrs.; DBA name for insurance and advisory activity. 2) RFG Advisory LLC; Investment Related; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 12/2018; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 4) Financial Independence Group, LLC (FIG); Investment Related; 19520 W Catawba Ave, #200, Cornelius, NC 28031; Insurance FMO for variable and VUL insurance investments; 80 hrs/mo; 80 during trading hrs.; Agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-31 |
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
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