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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-09 |
| IN | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED | 2024-06-10 |
Branch Locations
10475 Crosspoint Boulevard Fishers Suite 250, Indianapolis, IN 46256 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
1400 Crescent Green Suite 100, Cary, NC 27518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Indianapolis | IN | 08/2023 | 06/2024 |
| Unemployed | Indianapolis | IN | 01/2023 | 07/2023 |
| The Clinical Exchange | Indianapolis | IN | 01/2022 | 12/2022 |
| Unemployed | Indianapolis | IN | 08/2021 | 12/2021 |
| Indiana University Purdue University Indianapolis | Indianapolis | IN | 01/2020 | 08/2021 |
| Uber Technologies | Crown Point | IN | 12/2018 | 01/2020 |
| Ross University | Miramar | FL | 08/2016 | 12/2018 |
| Rfg Advisory, Llc Dba Crescent Private Wealth | Indianapolis | IN | 06/2024 | Present |
1) CRESCENT PRIVATE WEALTH; INVESTMENT-RELATED; 10475 CROSSPOINT BOULEVARD FISHERS, SUITE 250, INDIANAPOLIS, IN 46256; DBA; WEALTH ADVISOR; START 06/10/2024; 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS; INVESTMENT ADVISER REPRESENTATIVE. 2) RFG Advisory; 1400 Urban Center Dr., Ste 475, Vestavia Hills, AL 35242, RIA, 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
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