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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-06 |
| TX | RA | APPROVED_RES | 2025-06-30 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Columbia Center Ii, 101 West Big Beaver Road 14Th Floor, Troy, MI 48084 • 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 |
|---|---|---|---|---|
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Edelman Financial Services, Llc | Fairfax | VA | 08/2011 | 11/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | Present |
| Rfg Advisory Llc | Vestavia Hills | AL | 06/2025 | Present |
1) Route Financial Group; INVESTMENT RELATED; Columbia Center II 101 West Big Beaver Road, 14th Floor Troy, Michigan, 48084; DBA; Owner/Founder/Advisor; Start: 6/30/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory activity. 2) RFG Advisory, LLC; INVESTMENT RELATED; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 6/30/2025; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) LoBren Development LLC; NON INVESTMENT RELATED; 2002 Findley Cir, Lake Orion Mich. 48360; owner and sole member LLC; 5/1/2025; 10 hrs/mo; 0 during trading hours; Rental Property Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-06 |
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