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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-07-09 |
| TX | RA | APPROVED_RES | 2024-02-20 |
| NC | RA | APPROVED | 2024-02-16 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
1400 Crescent Green Suite 100, Cary, NC 27518 • United States
10475 Crosspoint Boulevard Suite 250, Indianapolis, IN 46256 • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2017 | 02/2024 |
| Fa Invest | Amman | 07/2012 | 12/2016 | |
| Rfg Advisory, Llc Dba Crescent Private Wealth | Cary | NC | 02/2024 | Present |
| Private Client Services | Cary | NC | 02/2024 | Present |
1) Crescent Private Wealth; Investment-Related; 1400 Crescent Green, Suite 100, Cary, NC 27518. DBA for brokerage, advisory and insurance activity. Owner, founder, wealth advisor, agent; 2/16/2024; 160 hrs/mo; 160 during trading hrs. 2) RFG Advisory LLC; Investment-Related; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242. RIA; 2/16/2024; 160 hrs/mo; 160 during trading hrs. 3) Financial Independence Group, LLC (FIG); Investment-Related; 19520 W Catawba Ave, #200, Cornelius, NC 28031; Insurance FMO for variable and VUL insurance investments; Agent; 2/16/2024; 80 hrs/mo; 80 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-27 |
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