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215 Rock Prairie Rd., College Station, TX 77845 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-06 |
Branch Locations
215 Rock Prairie Rd., College Station, TX 77845 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rfg Advisory, Llc Dba Gfg Wealth Advisors | College Station | TX | 03/2023 | 07/2023 |
| Acquisition Integration Llc | Huntsville | AL | 12/2021 | 03/2023 |
| Traditions Club | Bryan | TX | 03/2020 | 12/2021 |
| Whispering Pines Golf Club | Trinity | TX | 06/2014 | 03/2020 |
| Paragon Financial Advisors | College Station | TX | 04/2025 | Present |
| Rfg Advisory, Llc Dba Gfg Wealth Advisors | College Station | TX | 07/2023 | 08/2024 |
| Paragon Financial Advisors | College Station | TX | 09/2024 | 04/2025 |
Titleist; Non Investment-Related; Fairhaven, MA; Golf; Tournament Specialist; 7/2023; 5 hrs/mo; 0 hrs/mo during securities trading hours; Hand out Titleist merchandise at charity golf events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-05 |
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