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Amie Lynn Sheputis

Rfg Advisory, LLC

Vestavia Hills, AL

Creve Coeur, MO

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Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-06-05
  • MO RA
    APPROVED
    Since 2024-06-05

Branch Locations

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Three City Place Drive Suite 590, Creve Coeur, MO 63141 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Chesterfield MO 09/2005 03/2020
Ameriprise Financial Services, Llc Chesterfield MO 03/2020 05/2024
Private Client Services Creve Coeur MO 05/2024 Present
Rfg Advisory, Llc Creve Coeur MO 05/2024 Present
  • 09/2005 → 03/2020
    Ameriprise Financial Services, Inc.
    Chesterfield, MO
  • 03/2020 → 05/2024
    Ameriprise Financial Services, Llc
    Chesterfield, MO
  • 05/2024 → Present
    Private Client Services
    Creve Coeur, MO
  • 05/2024 → Present
    Rfg Advisory, Llc
    Creve Coeur, MO
Previous Registrations
Other Businesses

RFG Advisory. 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242. RIA. Staff. 160 hrs/mo; 160 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-05
  • S66 Uniform Combined State Law Examination
    2012-04-05
Other Names
  • Amie Lynn Heuring
  • Amie Lynn Smith
  • Amie Lynn Smith

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

BOBBY RAY TRUST WHITE
HARRIS TODD DOOBROW
MARK ANDREW PEARSON
ERIC JOSEPH BLAKE
HEIDI MARIE BIRD
AUDREY IVY PIERSON
RYAN CHRISTOPHER WHITLEY
BRIAN DAVID SWILLING

Other Offices

RFG ADVISORY, LLC · Vestavia Hills, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL
BCR WEALTH STRATEGIES · VESTAVIA, AL
CETERA INVESTMENT ADVISERS LLC · MOUNTAIN BROOK, AL
APPROACH RETIREMENT ADVISORS, LLC · BIRMINGHAM, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
PNC WEALTH MANAGEMENT LLC · CAHABA HEIGHTS, AL
LPL FINANCIAL LLC · BIRMINGHAM, AL

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