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Account
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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-20 |
Branch Locations
555 Middle Creek Parkway, Colorado Springs, CO 80921 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Colorado Springs | CO | 12/2025 | Present |
| Us Army | Colorado Springs | CO | 07/2021 | Present |
| Us Army | Enterprise | AL | 01/2021 | 06/2021 |
| Us Army | Watertown | NY | 07/2017 | 12/2020 |
| Us Army | Enterprise | AL | 05/2015 | 07/2017 |
| Rfg Advisory Llc Dba Confidence Financial Partners | Colorado Springs | CO | 07/2026 | Present |
1) 07/20/2026 -Confidence Financial Partners; YES; 555 Middle Creek Parkway, Colorado Springs, CO 80921; DBA; Advisor; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) 07/20/2026 - RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-18 |
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