DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RFG ADVISORY, LLC
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 | Jun 9, 2021 | n/a | yes | VESTAVIA HILLS, AL | Current employment |
| BRIDGEWORTH WEALTH MANAGEMENT | Former SEC adviser | May 9, 2013 | Feb 27, 2019 | no | BIRMINGHAM, AL | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Dec 6, 2000 | May 3, 2013 | no | BIRMINGHAM, AL|Birmingham, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIDGEWORTH WEALTH MANAGEMENT | RFG ADVISORY, LLC | Feb 27, 2019 | Jun 9, 2021 | 833 | Firm change after gap | RIA to RIA |
| MML INVESTORS SERVICES, LLC | BRIDGEWORTH WEALTH MANAGEMENT | May 3, 2013 | May 9, 2013 | 6 | Firm change | Other |