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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-26 |
| TX | RA | APPROVED_RES | 2024-08-24 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
1419 Leighton Avenue Suite C, Anniston, AL 36207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Oxford | AL | 06/2005 | 08/2024 |
| Rfg Advisory, Llc Dba Cheaha Wealth Management | Anniston | AL | 08/2024 | Present |
| Private Client Services | Anniston | AL | 09/2024 | Present |
1) CHEAHA WEALTH MANAGEMENT; INVESTMENT-RELATED; 1419 LEIGHTON AVENUE, SUITE C, ANNISTON, AL 36207; DBA; OWNER, FOUNDER; 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DBA FOR ADVISORY, BROKERAGE AND INSURANCE ACTIVITY. 2) RFG ADVISORY; INVESTMENT-RELATED; 1400 URBAN CENTER, SUITE 475, VESTAVIA HILLS, AL 35242; RIA; INVESTMENT ADVISER REPRESENTATIVE; 160 HOURS PER MONTH, 160 HOURS PER MONTH DURING TRADING HOURS; INVESTMENT ADVISORY FIRM. 3) FINANCIAL INDEPENDENCE GROUP (FIG); INVESTMENT-RELATED; 19520 CATAWBA AVE #200, CORNELIUS, NC 28031; VARIABLE/LIFE INSURANCE; AGENT; START 10/07/2024; 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS; AGENT FOR VARIABLE AND LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-07 |
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