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Bridget Erin Michelle Murphy

Rfg Advisory, LLC

Creve Coeur, MO

Vestavia Hills, AL

CRD 7589439

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Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-01-11
TX RA APPROVED 2024-01-11
  • MO RA
    APPROVED
    Since 2024-01-11
  • TX RA
    APPROVED
    Since 2024-01-11

Branch Locations

3 City Place Drive Suite 590, Creve Coeur, MO 63141 • 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
Rfg Advisory, Llc Dba Volare Wealth Advisors Creve Coeur MO 06/2022 Present
Unemployed St. Louis MO 04/2022 06/2022
Paramount Mortgage St. Louis MO 06/2016 03/2022
  • 06/2022 → Present
    Rfg Advisory, Llc Dba Volare Wealth Advisors
    Creve Coeur, MO
  • 04/2022 → 06/2022
    Unemployed
    St. Louis, MO
  • 06/2016 → 03/2022
    Paramount Mortgage
    St. Louis, MO
Other Businesses

(1) VOLARE WEALTH ADVISORS; INVESTMENT-RELATED; 3 CITY PLACE DRIVE, SUITE 590, CREVE COEUR, MO 63141; DBA; LICENSED ADMIN; START 06/28/2022; 160 HOURS/MONTH DURING SECURITIES TRADING HOURS; DUTIES: CLIENT SERVICE COORDINATOR. (2) KEVIN MURPHY; NOT INVESTMENT-RELATED; 6559 STATE ROAD DD, FESTUS, MO 63028; LAND LEASE; OWNER OF LAND; START 01/2019; ZERO HOURS/MONTH; DUTIES: WE LEASE OUR FIELDS TO A FARMER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-15
  • S65 Uniform Investment Adviser Law Examination
    2023-11-15
Other Names
  • Bridget Erin Begley
  • Bridget Murphy

View on SEC IAPD

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