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Inactive

Muhammad Muamar Dahnoun

Rfg Advisory, LLC

Vestavia Hills, AL

Cary, NC

CRD 8041400

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Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Rfg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-02-10
  • NC RA
    APPROVED
    Since 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

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
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
  • 08/2022 → Present
    North Carolina State University
    Raleigh, NC
  • 08/2021 → 08/2022
    See More Eye Care Od, Pllc
    Raleigh, NC
  • 02/2023 → 12/2024
    John Deere
    Fuquay-Varina, NC
  • 02/2015 → 08/2022
    Education
    Cary, NC
  • 02/2025 → Present
    Cary, NC
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-23
  • S65 Uniform Investment Adviser Law Examination
    2024-12-23

View on SEC IAPD

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