George Derek Berridge

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → 11/2020
  Nuveen Investments
  Chicago, IL
• 11/2021 → 12/2022
  Citigroup Global Markets Inc
  San Francisco, CA
• 11/2020 → 10/2021
  Unemployed
  Hillsborough, CA
• 03/2024 → Present
  Wells Fargo Bank, Na
  Ketchum, ID
• 04/2024 → Present
  Wells Fargo Clearing Services, Llc
  Ketchum, ID
• 12/2022 → 07/2023
  Unemployed
  Ketchum, ID
• 07/2023 → 03/2024
  Valley Club
  Hailey, ID
• 11/2025 → Present
  Rfg Advisory Llc Dba Blue Sands Wealth
  Ketchum, ID

Previous Registrations

• 2024-04-12 → 2025-10-29
  Wells Fargo Clearing Services, Llc
  Boise, ID
  Ketchum, ID
  Ketchum, ID
• 2007-03-13 → 2007-09-20
  Symphony Asset Management Llc
  San Francisco, CA

Other Businesses

1) Blue Sands Wealth; YES; 100 Spectrum Center Dr., Suite 900, Irvine, CA 92618; DBA; 11/11/2025; 160 hours per month; 160 hours during trading; DBA name for advisory. 2) RFG Advisory LLC; YES; 1400 Urban Center Dr., Suite 475, Vestavia Hills, AL 35242; RIA; IAR; 11/11/2025; 160 hours per month; 160 hours during trading; RIA Affiliate 3) RENTAL PROPERTY; INV RELATED; KETCHUM, ID; 100% OWNERSHIP; START 05/22/2024; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-19
• S63 Uniform Securities Agent State Law Examination
  2016-01-26

Other Names

• George Derek Berridge
• George Berridge
• George D Berridge