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.

Current firm

RFG ADVISORY, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 2, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Chartered Financial Consultant

Exams

S66

First exam

Nov 2, 2009

First registration

Nov 3, 2009

Dual registered

yes, broker-dealer

IAPD individual key

5714410

• Occurred

  May 9, 2022
  Advisor changed firm

  David Andrew Koren left Kestra Advisory Services, Llc for Rfg Advisory, Llc (registered 2022-05-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2537ef22-feaf-4892-ce04-6ea85cd3dee7

First observed

Nov 3, 2009

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.