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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-19 |
| AL | RA | APPROVED | 2024-08-16 |
Branch Locations
1419 Leighton Avenue Suite C, Anniston, AL 36207 • 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 |
|---|---|---|---|---|
| Edward Jones | Oxford | AL | 08/2009 | 06/2024 |
| Rfg Advisory, Llc Dba Cheaha Wealth Management | Anniston | AL | 08/2024 | Present |
| Private Client Services, Llc | Anniston | AL | 08/2024 | Present |
1) Cheaha Wealth Managment. 1419 Leighton Avenue, Suite C, Anniston, AL 36207. DBA for brokerage, advisory and insurance activity. Owner, founder. 160 hrs/mo; 160 during trading hrs. Investment related. 2) RFG Advisory. 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-22 |
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