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Account
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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-10 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
1400 Crescent Green Suite 100, Cary, NC 27518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Carolina State University | Raleigh | NC | 08/2022 | Present |
| See More Eye Care Od, Pllc | Raleigh | NC | 08/2021 | 08/2022 |
| John Deere | Fuquay-Varina | NC | 02/2023 | 12/2024 |
| Education | Cary | NC | 02/2015 | 08/2022 |
| Rfg Advisory, Llc | Cary | NC | 02/2025 | Present |
1) Crescent Private Wealth; YES; 1400 Crescent Green, Suite 100, Cary, NC 27518; DBA for brokerage, advisory and insurance activity; agent; 160 hrs/mo; 160 during trading hrs. 2) RFG Advisory; 1400 Urban Center Dr., Ste 475, Vestavia Hills, AL 35242, RIA, 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-23 |
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