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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-12 |
| TX | RA | APPROVED | 2022-09-06 |
Branch Locations
5551 Ridgewood Drive Suite 101, Naples, FL 34108 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doral | FL | 01/2022 | 08/2022 |
| Fifth Third Bank | Marco Island | FL | 07/2019 | 01/2022 |
| Moorings Park Community Health Inc | Naples | FL | 09/2016 | 06/2019 |
| Starbucks | Naples | FL | 08/2017 | 11/2017 |
| Sfn Group Inc Spherion Staffing Llc | Naples | FL | 12/2018 | 06/2019 |
| Ups | Naples | FL | 11/2017 | 12/2017 |
| Florida Southwestern State College | Naples | FL | 08/2014 | 05/2017 |
| Miami Dade College | Miami | FL | 08/2017 | 12/2020 |
| Bank Of America, N.A. | Doral | FL | 04/2022 | 08/2022 |
| Rfg Advisory, Llc Dba Four Seasons Wealth Management | Naples | FL | 09/2022 | Present |
| Private Client Services | Naples | FL | 09/2022 | Present |
1) Four Seasons Wealth Management. 5551 Ridgewood Drive, Suite 101, Naples, FL 34108. DBA. Financial Planner. 160 hrs/mo; 160 during trading hrs. 2) RFG Advisory LLC. 1400 Urban Center, Suite 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-07 |
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