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Rfg Wealth Advisory CRD 173862
$477M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
130 Old Town Blvd. South Suite 100, Argyle, TX 76226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-13 |
Branch Locations
130 Old Town Blvd. South Suite 100, Argyle, TX 76226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robinson Financial Group | Argyle | TX | 09/2013 | Present |
| Rfg Wealth Advisory | Lantana | TX | 10/2016 | Present |
| Invest Financial Corporation | Argyle | TX | 09/2015 | 02/2018 |
| Lpl Financial Llc | Lantana | TX | 02/2018 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-08 |
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