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Advisor at RFG ADVISORY, LLC
VESTAVIA HILLS, AL | Medfield, MA
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 | Dec 2, 2025 | n/a | yes | Medfield, MA|VESTAVIA HILLS, AL | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jan 30, 2020 | Dec 1, 2025 | no | WALTHAM, MA|Medfield, MA | Previous registration |
| BLUEBIRD WEALTH MANAGEMENT LLC | Independent wealth | Jun 18, 2019 | Dec 31, 2019 | no | MEDFIELD, MA | Previous registration |
| MFS INSTITUTIONAL ADVISORS INC. | Other adviser | Apr 21, 2010 | Nov 9, 2018 | no | BOSTON, MA | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Jan 6, 2010 | Mar 17, 2010 | no | GREENWICH, CT | Previous registration |
| NATIXIS ADVISORS, LLC | Bd affiliated wealth | Oct 18, 2007 | Nov 3, 2009 | no | BOSTON, MA | Previous registration |
| BOFA ADVISORS, LLC | Former SEC adviser | May 6, 2005 | Sep 5, 2007 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | RFG ADVISORY, LLC | Dec 1, 2025 | Dec 2, 2025 | 1 | Firm change | Ibd to RIA |
| BLUEBIRD WEALTH MANAGEMENT LLC | COMMONWEALTH FINANCIAL NETWORK | Dec 31, 2019 | Jan 30, 2020 | 30 | Firm change | RIA to ibd |
| MFS INSTITUTIONAL ADVISORS INC. | BLUEBIRD WEALTH MANAGEMENT LLC | Nov 9, 2018 | Jun 18, 2019 | 221 | Firm change | Other |
| CHASE INVESTMENT SERVICES CORP. | MFS INSTITUTIONAL ADVISORS INC. | Mar 17, 2010 | Apr 21, 2010 | 35 | Firm change | Other |
| NATIXIS ADVISORS, LLC | CHASE INVESTMENT SERVICES CORP. | Nov 3, 2009 | Jan 6, 2010 | 64 | Firm change | Other |
| BOFA ADVISORS, LLC | NATIXIS ADVISORS, LLC | Sep 5, 2007 | Oct 18, 2007 | 43 | Firm change | Other |