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Christopher Todd Robinson

Rfg Wealth Advisory

Argyle, TX

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Current Employers
Rfg Wealth Advisory

130 Old Town Blvd. South Suite 100, Argyle, TX 76226 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2017-03-13
TX RA APPROVED 2015-05-05
  • LA RA
    APPROVED
    Since 2017-03-13
  • TX RA
    APPROVED
    Since 2015-05-05

Branch Locations

130 Old Town Blvd. South Suite 100, Argyle, TX 76226 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2003 → 02/2018
    Invest Financial Corporation
    Tampa, FL
  • 12/2014 → Present
    Rfg Wealth Advisory (Rfg Holdings Inc.)
    Argyle, TX
  • 02/2018 → 09/2025
    Argyle, TX
Previous Registrations
  • 2018-02-14 → 2018-06-01
    Plano, TX
    Denton, TX
    Argyle, TX
  • 2003-12-04 → 2018-02-14
    Invest Financial Corporation
    Denton, TX
    Aubrey, TX
    Denton, TX
    Denton, TX
    Dallas, TX
    Dallas, TX
    Denton, TX
    Lewisville, TX
    The Colony, TX
    Flower Mound, TX
    Bridgeport, TX
    Decatur, TX
    Dallas, TX
    Lantana, TX
  • 2000-09-21 → 2003-12-11
    Veravest Investment Advisors, Inc.
    Dallas, TX
Other Businesses

~(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-15
S63 Uniform Securities Agent State Law Examination 1995-01-26
  • S65 Uniform Investment Adviser Law Examination
    2000-08-15
  • S63 Uniform Securities Agent State Law Examination
    1995-01-26
Designations
Other Names
  • Chris Robinson

View on SEC IAPD

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