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Rfg Advisory, LLC CRD 158401
$7.97B regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-15 |
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