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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-08-15 |
| AL | RA | APPROVED | 2022-08-11 |
| TX | RA | APPROVED | 2022-08-11 |
Branch Locations
Alpharetta, GA • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Atlanta | GA | 04/2010 | 08/2022 |
| Mml Investors Services, Llc | Atlanta | GA | 05/2010 | 08/2022 |
| Private Client Services | Birmingham | AL | 08/2022 | Present |
| Rfg Advisory, Llc Dba Barrett Capital Advisory | Vestavia Hills | AL | 08/2022 | Present |
| Capstone Financial | Atlanta | GA | 03/2010 | 08/2022 |
| Barrett Capital Advisory | Vestavia Hills | AL | 08/2022 | Present |
1) Barrett Capital Advisory. 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242. DBA/Founder/Wealth Advisor. Start 08/2022. 160 hrs/mo; 160 during trading hrs. 2) Pinnacle Insurance. 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120. Insurance Agent. Agent for Life, Heath and variable products. Start 08/2022. 80 hrs/mo; 80 during trading hrs. 3) RFG Advisory LLC. 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242. RIA. Start 08/2022. 160 hrs/mo/ 160 during trading hrs. 4) Smart Eye Technology, Inc. 107 Technology Parkway, Suite 219, Peachtree Corners, GA 30092. Technology Start-up. Board member. 2 hrs/mo; 2 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-03 |
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