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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 | 2025-05-08 |
Branch Locations
309 East Paces Ferry Road Ste. 400, Atlanta, GA 30305 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 10/2012 | 12/2022 |
| Longview Wealth Management | Atlanta | GA | 12/2012 | 05/2025 |
| Rfg Advisory, Llc | Atlanta | GA | 05/2025 | Present |
1) Licata Financial Design; Investment Related; 309 East Paces Ferry Rd NE, suite 400 Atlanta, GA 30305. DBA. Owner/Founder/Advisor. Start: 5/8/2025; 160 hrs/mo; 160 during trading hrs.; DBA name for insurance and advisory activity. 2) RFG Advisory LLC; Investment-related; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. IAR; advisory and insurance activity. 3) Pinnacle; Investment-related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 5/8/2025; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-25 |
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