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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

BOBBY RAY TRUST WHITE

Advisor at RFG ADVISORY, LLC

VESTAVIA HILLS, AL

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Search this name across graphsid dfx:ria:57f36ba5-b779-b68c-723d-591d18824ee9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 3, 1999 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 4, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Sep 4, 1998
First registration: May 3, 1999
Dual registered: yes, broker-dealer
Other names: BOBBY RAY WHITE
IAPD individual key: 3095184

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RFG ADVISORY, LLC	Independent wealth	Aug 8, 2011	n/a	yes	VESTAVIA HILLS, AL\|VESTAVIA HILLS, AL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 20, 2015	Dec 23, 2016	no	BIRMINGHAM, AL\|SAN DIEGO, CA\|VESTAVIA HILLS, AL	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jun 28, 2004	Aug 8, 2011	no	BIRMINGHAM, AL\|BIRMINGHAM, AL\|BIRMINGHAM, AL\|BIRMINGHAM, AL	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 7, 2004	Jun 30, 2004	no	BIRMINGHAM, AL	Previous registration
VERAVEST INVESTMENT ADVISORS, INC.	n/a	May 3, 1999	Dec 19, 2003	no	BIRMINGHAM, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	n/a	Dec 23, 2016	n/a	n/a	Departure no registered destination	Departure
SECURITIES AMERICA ADVISORS, INC.	RFG ADVISORY, LLC	Aug 8, 2011	Aug 8, 2011	0	Firm change	Other
OSAIC FA, INC.	SECURITIES AMERICA ADVISORS, INC.	Jun 30, 2004	Jun 28, 2004	-2	Firm change	Other
VERAVEST INVESTMENT ADVISORS, INC.	OSAIC FA, INC.	Dec 19, 2003	Jan 7, 2004	19	Firm change	Other

Relationships

Registered with (5)

→ RFG ADVISORY, LLCRegistered adviserregistration: current employment
Aug 8, 2011 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 20, 2015 to Dec 23, 2016factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jun 28, 2004 to Aug 8, 2011factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 7, 2004 to Jun 30, 2004factForm ADV
→ VERAVEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
May 3, 1999 to Dec 19, 2003factForm ADV

Dated events

No dated event names this entity yet.