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Nathan Scott Yeomans

Rfg Advisory, LLC

Vestavia Hills, AL

Englewood, CO

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Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-02-01
CO RA APPROVED 2023-01-31
  • TX RA
    APPROVED_RES
    Since 2023-02-01
  • CO RA
    APPROVED
    Since 2023-01-31

Branch Locations

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

9781 S. Meridian Blvd. Suite 300, Englewood, CO 80112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Yeomans Photography/Photo Booth Bliss, Llc Centennial CO 12/2004 Present
Centennial Advisor Group, Llc Dba Design Wealth Advisors Englewood CO 05/2013 Present
Accelerated Wealth Advisors, Llc Colorado Springs CO 04/2015 01/2023
Accelerated Wealth, Llc Colorado Springs CO 04/2015 01/2023
Accelerated Insurance Group Englewood CO 07/2014 01/2023
Rfg Advisory, Llc D/B/A Design Wealth Advisors Englewood CO 01/2023 Present
  • 12/2004 → Present
    Yeomans Photography/Photo Booth Bliss, Llc
    Centennial, CO
  • 05/2013 → Present
    Centennial Advisor Group, Llc Dba Design Wealth Advisors
    Englewood, CO
  • 04/2015 → 01/2023
    Colorado Springs, CO
  • 04/2015 → 01/2023
    Accelerated Wealth, Llc
    Colorado Springs, CO
  • 07/2014 → 01/2023
    Accelerated Insurance Group
    Englewood, CO
  • 01/2023 → Present
    Rfg Advisory, Llc D/B/A Design Wealth Advisors
    Englewood, CO
Previous Registrations
  • 2015-04-14 → 2023-02-03
    Englewood, CO
    Colorado Springs, CO
    Englewood, CO
  • 2013-07-09 → 2015-04-02
    Centennial, CO
    Arden Hills, MN
  • 2012-01-06 → 2013-07-02
    Philadelphia, PA
    Greenwood Village, CO
    Greenwood Village, CO
    Centennial, CO
  • 2011-04-18 → 2012-01-06
    Investment Advisors International, Inc.
    Greenwood Village, CO
  • 2008-03-03 → 2009-10-16
    Financial Leadership Advisors, Inc.
    Aurora, CO
    Alpharetta, GA
Other Businesses

1. DESIGN WEALTH ADVISORS. INVESTMENT-RELATED=YES. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. DBA/OWNER. IAR/OWNER. START 5/2013. 160 HOURS/MONTH DURING SECURITIES TRADING HOURS. INVESTMENT ADVISOR. 2. DESIGN HOLDINGS, LLC. INVESTMENT-RELATED=NO. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. HOLDING COMPANY. ZERO HOURS/MONTH. NO SPECIFIC DUTIES. 3. BFREE PROPERTIES, LLC. INVESTMENT-RELATED=NO. PO BOX 211, LARKSPUR, CO 80118. REAL ESTATE HOLDING COMPANY. PRESIDENT. 10 HOURS/MONTH; ZERO HOURS DURING SECURITIES TRADING HOURS. INVESTMENT PROPERTY OVERSIGHT AND BOOKKEEPING. 4. DESIGN INSURANCE GROUP LLC. INVESTMENT-RELATED=NO. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. P&C INSURANCE. ZERO HOURS/MONTH. NO SPECIFIC POSITION. 5. CENTENNIAL ADVISOR GROUP, LLC d/b/a DESIGN WEALTH ADVISORS AND DESIGN HEALTH. INVESTMENT-RELATED=YES. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. FINANCIAL AND INSURANCE SERVICES. PRESIDENT OF DESIGN WEALTH ADVISORS. 240 HOURS/MONTH; 6 HOURS DURING SECURITIES TRADING HOURS. FINANCIAL ADVISOR AND EMPLOYEE MANAGEMENT OVERSIGHT. 6. NY HOLDINGS, LLC. INVESTMENT-RELATED=NO. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. HOLDING COMPANY. OWNER. ZERO HOURS DEVOTED. PRESIDENT.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-09-06
S66 Uniform Combined State Law Examination 2008-03-01
  • S63 Uniform Securities Agent State Law Examination
    2012-09-06
  • S66 Uniform Combined State Law Examination
    2008-03-01

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