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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| NY | RA | APPROVED | 2026-03-18 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
85 Civic Center Plaza Suite 202, Poughkeepsie, NY 12601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2009 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2009 | Present |
| Rfg Advisory Llc Dba Aspire Financial Group | Poughkeepsie | NY | 03/2026 | Present |
1) Aspire Financial Group; YES; 85 Civic Center Plaza, Suite 202, Poughkeepsie, NY 12601; DBA; Advisor; Start: 3/18/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 3/18/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-03 |
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