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Advisor at RFG ADVISORY, LLC
VESTAVIA HILLS, AL | Glen Allen, VA
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 | Jul 14, 2026 | n/a | yes | Glen Allen, VA|VESTAVIA HILLS, AL | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Jun 18, 2026 | no | MONTPELIER, VA|RICHMOND, VA|MIDLOTHIAN, VA|MIDLOTHIAN, VA|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 13, 2024 | Mar 31, 2025 | no | MIDLOTHIAN, VA | Previous registration |
| DP GROW LLC | Former SEC adviser | Nov 13, 2023 | Mar 22, 2024 | no | RICHMOND, VA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 21, 1999 | Apr 14, 2023 | no | RICHMOND, VA|Glen Allen, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | RFG ADVISORY, LLC | Jun 18, 2026 | Jul 14, 2026 | 26 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| DP GROW LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Mar 22, 2024 | Aug 13, 2024 | 144 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | DP GROW LLC | Apr 14, 2023 | Nov 13, 2023 | 213 | Firm change | Other |