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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
AZ RA APPROVED 2025-11-05
TX RA APPROVED 2025-11-05
  • AZ RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

320 W Cherry Avenue, Flagstaff, AZ 86001 • United States

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • 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
Cambium Wealth Camp Verde AZ 09/2014 Present
Independent Financial Group Camp Verde AZ 08/2015 11/2025
Cambium Law Group Camp Verde AZ 08/2023 Present
Cambium Tax Planners, Llc Flagstaff AZ 10/2025 Present
Private Client Services Flagstaff AZ 11/2025 Present
Rfg Advisory Llc Dba Cambium Wealth Partners Flagstaff AL 11/2025 Present
  • 09/2014 → Present
    Cambium Wealth
    Camp Verde, AZ
  • 08/2015 → 11/2025
    Independent Financial Group
    Camp Verde, AZ
  • 08/2023 → Present
    Cambium Law Group
    Camp Verde, AZ
  • 10/2025 → Present
    Cambium Tax Planners, Llc
    Flagstaff, AZ
  • 11/2025 → Present
    Private Client Services
    Flagstaff, AZ
  • 11/2025 → Present
    Rfg Advisory Llc Dba Cambium Wealth Partners
    Flagstaff, AL
Previous Registrations
Other Businesses

1)RFG Advisory LLC. 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35243. RIA. 160 hrs/mo; 160 during trading hrs. 2)Szyman Family Trust. 3913 E Thrush Lane, Flagstaff, AZ 86004. Trustee. 0 hrs/mo. Not investment related. 3)Cambium Wealth Partners. 320 W Cherry Avenue, Flagstaff, AZ 86001. DBA. Dually Registered Advisor. 160 hrs/mo; 160 during trading hrs. Investment related. 4)The Pinnacle Group. 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258. Insurance IMO. Agent/VA/Life. 10 hrs/mo; 10 during trading hrs. Investment related 5)Cambium Tax Planners, LLC. 320 W Cherry Avenue, Flagstaff, AZ 86001. Tax Practice. Business management. 10 hrs/mo; 6 during trading hrs. Not investment related. 6)Cambium Law Group. 320 W Cherry Avenue, Flagstaff, AZ 86001. Estate Planning and legal services. Business management. 5 hrs/mo; 3 during trading hrs. Not investment related. 7)Ash Brokerage. 888 S. Harrison St. Fort Wayne, IN. 46802. Insurance IMO. Agent/VA/Life. 10 hrs/mo; 10 during trading hrs. Is investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-08
  • S66 Uniform Combined State Law Examination
    2015-12-08
Designations

View on SEC IAPD

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