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

Aug 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Sep 4, 2018

First registration

Aug 3, 2023

Dual registered

yes, broker-dealer

IAPD individual key

6876397

• Occurred

  May 15, 2026
  Advisor changed firm

  Kimberly Marie Clenney left Lpl Financial Llc for Rfg Advisory, Llc (registered 2026-04-22)

  Form ADVobserved 5 days ago
• Occurred

  Dec 13, 2023
  Advisor changed firm

  Kimberly Marie Clenney left Newedge Advisors for Lpl Financial Llc (registered 2024-02-13)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:47bd613c-540b-faed-5fdc-144d8d71f0dd

First observed

Aug 3, 2023

Last observed

Sep 14, 2026 6 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.