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Advisor at RFG ADVISORY, LLC
Englewood, CO | VESTAVIA HILLS, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| RFG ADVISORY, LLC | Independent wealth | Jan 31, 2023 | n/a | yes | Englewood, CO|VESTAVIA HILLS, AL | Current employment |
| ACCELERATED WEALTH ADVISORS LLC | Independent wealth | Apr 14, 2015 | Feb 3, 2023 | no | ENGLEWOOD, CO|COLORADO SPRINGS, CO|Englewood, CO | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | Jul 9, 2013 | Apr 2, 2015 | no | CENTENNIAL, CO|ARDEN HILLS, MN | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 6, 2012 | Jul 2, 2013 | no | PHILADELPHIA, PA|GREENWOOD VILLAGE, CO|GREENWOOD VILLAGE, CO|Centennial, CO | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Apr 18, 2011 | Jan 6, 2012 | no | GREENWOOD VILLAGE, CO | Previous registration |
| FINANCIAL LEADERSHIP ADVISORS, INC. | n/a | Mar 3, 2008 | Oct 16, 2009 | no | AURORA, CO|ALPHARETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ACCELERATED WEALTH ADVISORS LLC | RFG ADVISORY, LLC | Feb 3, 2023 | Jan 31, 2023 | -3 | Firm change | RIA to RIA |
| GRADIENT ADVISORS, LLC | ACCELERATED WEALTH ADVISORS LLC | Apr 2, 2015 | Apr 14, 2015 | 12 | Firm change | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | GRADIENT ADVISORS, LLC | Jul 2, 2013 | Jul 9, 2013 | 7 | Firm change | Other |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Jan 6, 2012 | Jan 6, 2012 | 0 | Bulk transfer | Other |
| FINANCIAL LEADERSHIP ADVISORS, INC. | INVESTMENT ADVISORS INTERNATIONAL, INC. | Oct 16, 2009 | Apr 18, 2011 | 549 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170022:158401:CO:2023-02-02 | Feb 3, 2023 | Jan 31, 2023 | ENGLEWOOD, CO | Firm change |