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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-10-26 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Mountain Brook, AL • 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Birmingham | AL | 12/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Vestavia | AL | 07/2016 | 10/2020 |
| Mml Investors Services, Llc | Vestavia | AL | 03/2017 | 10/2020 |
| Private Client Services | Birmingham | AL | 10/2020 | Present |
| Rfg Advisory, Llc | Vestavia Hills | AL | 10/2020 | Present |
1) RFG ADVISORY, LLC 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. 160 HRS/MO; 160 DURING TRADING HRS. 2) ONE ON ONE CONSULTING. WEST PAL BEACH, FL. PROVIDES CONSULTING SERVICES TO DENTAL PRACTICES. AS PART OF THE OVERALL CONSULT, ONE ON ONE WOULD LIKE ME TO SERVE AS THEIR "GO TO" FINANCIAL PROFESSIONAL WHEN NEEDED. 5 HRS/MO; 5 DURING TRADING HRS. 3) CURATO ADVISORY. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. NEW DBA FOR BROKERAGE, ADVISORY AND INSURANCE BUSINESS. OWNER, FINANCIAL ADVISOR, INSURANCE AGENT. 160 HRS/MO; 160 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-10 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-19 |
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