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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-12 |
| TX | RA | APPROVED | 2024-02-12 |
Branch Locations
1169 Pittsford Victor Rd Suite 120, Pittsford, NY 14534 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2013 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2013 | 02/2024 |
| Rfg Advisory, Llc Dba Sixpoint Financial Partners | Pittsford | NY | 02/2024 | Present |
| Private Client Services | Pittsford | NY | 02/2024 | Present |
1) Financial Independence Group, LLC (FIG). 19520 W Catawba Ave, #200, Cornelius, NC 28031. Insurance FMO for variable and VUL insurance investments. Agent. 80 hrs/mo; 80 during trading hrs. Investment related. 2) RFG Advisory. 1400 Urban Center Drive, Ste 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. 3) SixPoint Financial Partners. 1169 Pittsford-Victor Road, Suite 120, Pittsford, NY 14534. DBA for brokerage, investment advisory and insurance business. Financial advisor, IAR and Agent. Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-05 |
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