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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-02 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
1234 Airport Road, Suite 121, Destin, FL 32541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Santa Rosa Beach | FL | 08/2025 | 01/2026 |
| Wells Fargo Bank, Na | Santa Rosa Beach | FL | 08/2024 | 01/2026 |
| Elevate Financial Planning And Wealth Management | St. Petersburg | FL | 09/2024 | 12/2024 |
| Aflac | Columbus | GA | 06/2024 | 08/2024 |
| Truist | Auburn | AL | 08/2023 | 05/2024 |
| Synovus | Columbus | GA | 08/2022 | 06/2023 |
| Unemployed | Columbus | GA | 05/2022 | 08/2022 |
| Harris County School District | Hamilton | GA | 08/2010 | 05/2022 |
| Columbus State University | Columbus | GA | 08/2021 | 08/2023 |
| Auburn University | Auburn | AL | 08/2023 | 05/2025 |
| Green Island Country Club | Columbus | GA | 08/2021 | 05/2022 |
| Callaway Resort & Gardens | Pine Mountain | GA | 04/2021 | 08/2021 |
| Callaway Resort & Gardens | Pine Mountain | GA | 06/2020 | 09/2020 |
| D.A. Turner Branch Ymca | Columbus | GA | 10/2020 | 03/2021 |
| Synovus Securities, Inc. | Destin | FL | 01/2026 | 03/2026 |
| Pinnacle Bank | Destin | FL | 01/2026 | 03/2026 |
| Rfg Advisory Llc Dba Bayview Private Wealth | Destin | FL | 03/2026 | Present |
1) BayView Private Wealth - Investment Related - 1234 Airport Rd, suite 121, Destin, FL 32541 - IAR - 3/2/2026 - 160 hrs/mo during trading - DBA name for advisory. 2) RFG Advisory LLC - Investment Related - 1400 Urbane Center Dr., Suite 475, Vestavia Hills, AL 35242 - 3/2/2026 - RIA Affiliate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-29 |
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