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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-02 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Nashville, TN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Nashville | TN | 01/2017 | 05/2018 |
| The Producers Choice, Llc | Troy | MI | 01/2017 | 05/2018 |
| Edward Jones | Saint Louis | MO | 09/2018 | 01/2021 |
| Unemployed | Nashville | TN | 06/2018 | 08/2018 |
| Massmutual Life Insurance Company | Brentwood | TN | 12/2020 | 08/2022 |
| Mml Investors Services, Llc | Brentwood | TN | 01/2021 | 07/2022 |
| Private Client Services | Birmingham | AL | 07/2024 | Present |
| Rfg Advisory, Llc | Nashville | TN | 03/2024 | Present |
| Wired Planning | Nashville | TN | 01/2022 | Present |
| Jackson National Life Distributors, Llc | Nashville | TN | 06/2011 | 01/2017 |
RFG Advisory, LLC. Investment-related: YES. 1400 Urban Center Drive, Ste 475, Vestavia Hills, AL 35242. RIA. Chief Behavioral Officer. Start 03/01/2023. 160 hrs/mo; 160 during trading hrs. Wired Planning. 927 Coral Road, Nashville, TN 37204. Speaking and training platform for financial advisors. Owner/speaker. 10 hrs/mo; 0 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-26 |
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