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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-11-15 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
5726 W Us 10, Ludington, MI 49431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Ludington | MI | 11/2013 | 11/2019 |
| Private Client Services | Ludington | MI | 11/2019 | 12/2024 |
| Rfg Advisory, Llc | Ludington | MI | 11/2019 | Present |
| West Shore Combat Arts | Ludington | MI | 12/2016 | Present |
1) RFG ADVISORY, LLC. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA WEALTH ADVISOR. 160 HOURS/MO; 160 DURING TRADING HOURS. 2) WEST SHORE COMBAT ARTS. 605 N RATH AVE, LUDINGTON, MI 49431. MARTIAL ARTS INSTRUCTOR, HEALTH & FITNESS. CHIEF INSTRUCTOR, LEAD WORKOUTS, DESIGN CURRICULUM. INSTRUCTOR. 15 HOURS/MO; 0 DURING TRADING HOURS. 3) ADVISOR EXCEL. 5726 W US HWY 10. FMO INSURANCE (LIFE, ACCIDENT, ANNUITY, MEDICINE) 5-10 HRS/MO; 5-10 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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