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Advisor at RFG ADVISORY, LLC
BIRMINGHAM, AL | 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 | Nov 1, 2022 | n/a | yes | VESTAVIA HILLS, AL|BIRMINGHAM, AL | Current employment |
| ACCELERATED WEALTH ADVISORS LLC | Independent wealth | Jan 3, 2017 | Nov 11, 2022 | no | BIRMINGHAM, AL|DESTIN, FL|COLORADO SPRINGS, CO|DESTIN, FL | Previous registration |
| WEALTH INVESTMENT SOLUTIONS, LLC | n/a | Jun 19, 2015 | Dec 19, 2016 | no | BIRMINGHAM, AL | Previous registration |
| ALPHASTAR CAPITAL MANAGEMENT | Independent wealth | Jul 6, 2011 | May 29, 2015 | no | BIRMINGHAM, AL|CORNELIUS, NC | Previous registration |
| REGAL INVESTMENT ADVISORS LLC | Bd affiliated wealth | Mar 9, 2011 | Jun 30, 2011 | no | BIRMINGHAM, AL|KENTWOOD, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ACCELERATED WEALTH ADVISORS LLC | RFG ADVISORY, LLC | Nov 11, 2022 | Nov 1, 2022 | -10 | Firm change | RIA to RIA |
| WEALTH INVESTMENT SOLUTIONS, LLC | ACCELERATED WEALTH ADVISORS LLC | Dec 19, 2016 | Jan 3, 2017 | 15 | Firm change | Other |
| ALPHASTAR CAPITAL MANAGEMENT | WEALTH INVESTMENT SOLUTIONS, LLC | May 29, 2015 | Jun 19, 2015 | 21 | Firm change | Other |
| REGAL INVESTMENT ADVISORS LLC | ALPHASTAR CAPITAL MANAGEMENT | Jun 30, 2011 | Jul 6, 2011 | 6 | Firm change | Other |