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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-12-01 |
Branch Locations
3 Cityplace Drive Suite 590, Creve Coeur, MO 63141 • United States
Festus, MO • 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 |
|---|---|---|---|---|
| Farmers Insurance | Saint Louis | MO | 05/2015 | 08/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2017 | 09/2017 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 09/2017 | 06/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 09/2017 | 06/2018 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 09/2017 | 06/2018 |
| Wells Fargo Clearing Services Llc | St. Louis | MO | 10/2018 | 11/2020 |
| Unemployed | Saint Louis | MO | 07/2018 | 09/2018 |
| Private Client Services | Creve Coeur | MO | 11/2020 | Present |
| Rfg Advisory, Llc Dba Four Seasons Wealth Management | Creve Coeur | MO | 11/2020 | Present |
1) Four Seasons Wealth Management. 3 City Place Dr, Suite 590, St. Louis, MO 63141. Paraplanner employee for Four Seasons Wealth Management. Paraplanner employee for Four Seasons Wealth Management 160 hrs/mo; 160 during trading hrs. 2) RFG Advisory, LLC. 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-14 |
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