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.

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

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

First registration

Mar 31, 2015

Dual registered

no

IAPD individual key

4878290

• Occurred

  Mar 25, 2024
  Advisor changed firm

  Amy Lynn Powell left Corient for Rfg Advisory, Llc (registered 2024-03-01)

  Form ADVobserved 6 days ago
• Occurred

  Mar 31, 2023
  Advisor changed firm

  Amy Lynn Powell left Ci Doyle Private Wealth, Llc for Corient (registered 2022-12-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9d6671b6-cad4-56f9-a7a9-07d7f6f5ccfc

First observed

Mar 31, 2015

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.