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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
201 W. Virginia Street, Suite 102, Mckinney, TX 75069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rfg Advisory Dba Blake Wealth Management | Mckinney | TX | 12/2025 | Present |
| Lmw Tax Solutions | Richardson | TX | 04/2022 | 12/2025 |
| Doodash | Mckinney | TX | 01/2020 | 04/2022 |
| Starbucks | Allen | TX | 01/2016 | 01/2020 |
1) Blake Wealth Management; YES; 201 W. Virginia Street, Suite 102, McKinney, TX 75069; DBA; Paraplanner; Start: 12/1/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
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