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Advisor at RFG ADVISORY, LLC
Madison, 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 | Jan 5, 2026 | n/a | yes | Madison, AL|VESTAVIA HILLS, AL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 20, 2025 | Nov 24, 2025 | no | SPRINGFIELD, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | RFG ADVISORY, LLC | Nov 24, 2025 | Jan 5, 2026 | 42 | Firm change | Ibd to RIA |