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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2019-05-28 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
1234 Airport Road Suite 121, Destin, FL 32541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Fort Walton Beach | FL | 03/2014 | 06/2019 |
| First City Bank | Fort Walton Beach | FL | 03/2013 | 06/2019 |
| Private Client Services | Destin | FL | 05/2019 | 12/2022 |
| Rfg Advisory, Llc | Destin | FL | 05/2019 | Present |
1) BAYVIEW PRIVATE WEALTH. 1234 AIRPORT RD, SUITE 121, DESTIN, FL 32541.. DBA. FINANCIAL ADVISOR. 160 HOURS/MO; 140 DURING TRADNG HOURS. 2) RFG ADVISORY. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. FINANCAL ADVISOR. 160 HOURS/MO; 140 DURING TRADING HOURS. 3) AMI KIDS EMERAL COAST. 112 TUPEO AVE, SE, FORT WALTON BEACH, FL 32548. NON-PROFIT THAT PROVIDES GED AND VOCATIONAL SUPPORT FOR AT-RISK CHILDREN. BOARD CHAIR-MONTHLY BOARD MEETINGS, FUNDRAISING, STRATEGIC PLANNING. 2 HRS/MO; 1 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-07 |
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