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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 | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
1400 Crescent Green Ste. 100, Cary, NC 27518 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Islamic Association Of Raleigh | Raleigh | NC | 07/2019 | 05/2025 |
| North Carolina Democratic Party | Raleigh | NC | 06/2018 | 08/2018 |
| Wake Tech/North Carolina Central | Raliegh | NC | 05/2015 | 07/2020 |
| Rfg Advisory Llc Dba Crescent Private Wealth | Vestavia Hills | AL | 05/2025 | Present |
1) Samakash Limited, not investment related, 20 Seymour Mews London UK W1H6BQ. Real estate holdings, director March 15, 2022. 10 hours a month not during trading hours. Advise on purchase/sale of commercial properties. 2) Crescent Private Wealth, dba for RFG Advisory, is investment related. 1400 Crescent Green Ste. 320 Cary, NC 27518. 160/mo all during trading hours. Investment Advisor Representative. Provide investment advisory and financial planning services. 3) 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 | 2025-01-17 |
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