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Advisor at RFG ADVISORY, LLC
Alpharetta, GA | 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 | Mar 3, 2026 | n/a | yes | VESTAVIA HILLS, AL|Alpharetta, GA | Current employment |
| SILVER OAK SECURITIES, INC. | Bd affiliated wealth | Jan 27, 2021 | Mar 2, 2026 | no | Alpharetta, GA|Lawrenceville, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SILVER OAK SECURITIES, INC. | RFG ADVISORY, LLC | Mar 2, 2026 | Mar 3, 2026 | 1 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 46947:158401:GA:2026-03-02 | Mar 2, 2026 | Mar 3, 2026 | LAWRENCEVILLE, GA | Firm change |