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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 | 2018-10-25 |
| MO | RA | APPROVED | 2017-10-13 |
Branch Locations
Three 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 |
|---|---|---|---|---|
| Saxony Securities, Inc. | St. Louis | MO | 09/2012 | 10/2017 |
| Saxony Capital Management | St. Louis | MO | 09/2012 | 10/2017 |
| Lpl Financial Llc | Creve Coeur | MO | 10/2017 | 06/2018 |
| Rfg Advisory Dba Volare Wealth Advisors | Creve Coeur | MO | 10/2017 | Present |
| Private Client Services | Creve Coeur | MO | 06/2018 | Present |
1) RFG ADVISORYLLC; YES; THREE CITY PLACE DR, STE 590, CREVE COEUR, MO 63141: 10.2017; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 2) VOLARE WEALTH ADVISORS. THREE CITY PLACE DRIVE, SUITE 590, CREVE COEUR, MO 63141. DBA FOR INVESTMENT/INSURANCE. OWNER/ADVISOR/INSURANCE AGENT. 160 HRS/MO; 160 DURING TRADING HRS. 3) Inspired Bear; Investment-Related; 3 City Place Drive, Suite 590 Creve Coeur, MO 63141; Holding company for advisory and brokerage revenue expenses; 100% owner; Single Member of LLC/Manager; Effective date 12/31/2025; This is a full time position and the hours per month will be full time; can be up to 143 trading hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-15 |
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