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130 Old Town Blvd. South Suite 100, Argyle, TX 76226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-03-13 |
| TX | RA | APPROVED | 2015-05-05 |
Branch Locations
130 Old Town Blvd. South Suite 100, Argyle, TX 76226 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 12/2003 | 02/2018 |
| Rfg Wealth Advisory (Rfg Holdings Inc.) | Argyle | TX | 12/2014 | Present |
| Lpl Financial Llc | Argyle | TX | 02/2018 | 09/2025 |
~(1.) Insurance Agent - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 1%. ~(2.) Chris Robinson Real Estate, Inc. - Not Investment Related - 130 Old Town Blvd., South, Argyle, TX 76226 - Real Estate Rental - Owner - Start date: 05/2014. ~(3.) RFG Holdings Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start date: 05/2014. ~(4.) RFG West Real Estate, LTD. & RFG West Land Operating, LLC - Not Investment Related - Business Owner - At Reported Business Location(s) - Start Date 03/2024 - 10 hours per month/ 0 hours during trading. ~(5.) RFG Holdings Inc. dba RFG Wealth Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - President/Chief Compliance Officer, started 12/2014; Investment Adviser Representative, started 05/05/2015 - Approximately 120 hours/month with all hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-26 |
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