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Current Employers
Rpg Family Wealth Advisory, Llc

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-09-02
CA RA APPROVED 2023-09-18
TX RA APPROVED_RES 2023-09-18
  • TN RA
    APPROVED
    Since 2025-09-02
  • CA RA
    APPROVED
    Since 2023-09-18
  • TX RA
    APPROVED_RES
    Since 2023-09-18

Branch Locations

10931 Apisonian Lane, Apison, TN 37302 • United States

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Westlake Village CA 11/2013 07/2019
First Heartland Capital Inc Lake St. Louis MO 07/2019 01/2023
Rpg Family Wealth Advisory, Llc D/B/A Freedom Financial Camarillo CA 09/2023 Present
Freedom Financial Llc Apison TN 07/2019 Present
World Financial Group, Inc Westlake Village CA 07/2013 07/2019
  • 11/2013 → 07/2019
    Transamerica Financial Advisors, Inc
    Westlake Village, CA
  • 07/2019 → 01/2023
    First Heartland Capital Inc
    Lake St. Louis, MO
  • 09/2023 → Present
    Rpg Family Wealth Advisory, Llc D/B/A Freedom Financial
    Camarillo, CA
  • 07/2019 → Present
    Freedom Financial Llc
    Apison, TN
  • 07/2013 → 07/2019
    World Financial Group, Inc
    Westlake Village, CA
Previous Registrations
Other Businesses

1. Freedom Financial LLC. Investment related. 10939 Apisonian Ln Apison, TN 37302. Life insurance and Fixed Indexed Annuity sales as well as a DBA for IAR business. Start 07/15/2-19. 10 hours per month; At Reported Business Location. 2. Camarillo Cards. Not investment related. Sole proprietor. DBA. Selling trading cards in EBay with Son. Primarily a hobby. Start 8/1/21. 10 hours per month. 3. Name of outside business: Mortgage Free Life; ADV Category: none of these; Is the business investment related: No;Location of the business: 510 W. Pearce Blvd., Suite 1 Wentzville MO 63385 USA; Description of the business: Mortgage Free Life serves in a supporting capacity for financial underwriting and insurance underwriting processes. Position Title: Agent; Responsibilities Duties: As an agent, I assume a supportive role in facilitating communication and coordination between the parties involved but do not possess any decision-making authority in either the financial or insurance underwriting processes.; Start date with business: 2025-05-29; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 3; Will an IRS form for income earned be received: Yes; Contact person at the organization: Matt Evans; Website address for the organization: mortgagefreelife.com; 4. Real Estate Partnership Agreements. Investment Related. Partner. Start 08/01/2023. 1 hour per month. Form a partnership with individuals who wish to invest in single family homes for the purpose of holding and renting. Responsibilities Duties include analysis of purchase and financing decisions; 5. EZ Equipment; Investment related; Financial Planner; 9844 MO-72 Millersville MO 63766; EZ Equipment Zone partners with owners for equipment rental income growth; Assist clients with EZ Equipment Zone investments, charge platform fee; Start date with business: 2024-12-10; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1. 6. Freedomfin, LLC; Owner; Investment related: Yes; Location: 10939 Apisonian Ln, Apison, TN 37302; Description: Life insurance & Fixed Indexed Annuity sales as well as a DBA for IAR business.; Responsibilities Duties: Life insurance and Fixed Index Annuity sales; Start date: 2025-03-05; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 25. 7. Encore Estate Plans; Advisor; Investment related: No; Location: 23505 East Appleway, Suite 200, #552 Liberty Lake WA 99019; Description: Encore Estate Plans is an online estate planning service providing legal information to financial advisors and their clients. Responsibilities Duties: Provide education, modeling, and facilitate client-directed document creation via third-party tool. Platform includes built-in guardrails that prevent us from crossing into legal advice while still delivering meaningful client value to justify a fee; Start date: 2026-02-25; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 5. 8. Harding Financial Partners; Referral Partner; investment related; 4525 Wasatch Blvd #110 Salt Lake City UT 84124; 2025-01-01; Description of the business: Access to alternative investment strategies that are not available elsewhere; 10 hrs/month; 10% compensation expected; Contact Person: Lamar Breshears.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-11
S63 Uniform Securities Agent State Law Examination 2013-12-16
  • S65 Uniform Investment Adviser Law Examination
    2017-04-11
  • S63 Uniform Securities Agent State Law Examination
    2013-12-16

View on SEC IAPD

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