| Name: | RFG Advisory, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Exists |
| Date of registration: | 25 Jul 2011 (13 years ago) (Companies founded in July 2011) |
| Entity Number: | 000-016-053 |
| Register Number: | 000016053 |
| Historical Names: |
RFG Advisory Group, LLC
|
| ZIP code: | 35242 (Companies in Shelby, 35242) |
| County: | Shelby |
| Place of Formation: | Jefferson County |
| Registered Office Street Address: | 1100 CORPORATE DRIVE SUITE 100BIRMINGHAM, AL 35242 |
Activities
GENERAL INVESTMENT/MANAGEMENT ADVISORY
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | RFG Advisory, LLC | 1036492 | KENTUCKY |
| Headquarter of | RFG Advisory, LLC | 1169570 | KENTUCKY |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1633387 | 1400 URBAN CENTER DRIVE, SUITE 475, BIRMINGHAM, AL, 35242 | 1400 URBAN CENTER DRIVE, SUITE 475, BIRMINGHAM, AL, 35242 | 205-397-2450 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | N-PX |
| File number | 028-16724 |
| Filing date | 2024-08-13 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-15
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2024-07-15 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-11
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2024-04-11 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-25
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2024-01-25 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-16
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2023-10-16 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-03
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2023-08-03 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-09
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2023-05-09 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-15
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2023-02-15 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-10
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2022-11-10 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-09
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2022-08-09 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-11
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2022-05-11 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-02
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2022-02-02 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-19
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2021-10-19 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-29
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2021-07-29 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-19
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2021-04-19 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-02
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2021-02-02 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-13
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2020-10-13 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-03
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2020-08-03 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-17
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2020-04-17 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-22
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2020-01-22 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-13
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2019-11-13 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-23
| Form type | 13F-HR/A |
| File number | 028-16724 |
| Filing date | 2019-08-23 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-08-15
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2019-08-15 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-25
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2019-04-25 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-15
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2019-02-15 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-13
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2018-11-13 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-25
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2018-07-25 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-10
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2018-05-10 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-08
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2018-02-08 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-02
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2017-11-02 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-11-01
| Form type | 13F-HR/A |
| File number | 028-16724 |
| Filing date | 2017-11-01 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-11-01
| Form type | 13F-HR/A |
| File number | 028-16724 |
| Filing date | 2017-11-01 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-11-01
| Form type | 13F-HR/A |
| File number | 028-16724 |
| Filing date | 2017-11-01 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2017-08-14
| Form type | 13F-HR/A |
| File number | 028-16724 |
| Filing date | 2017-08-14 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-08-07
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2017-08-07 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-12
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2017-05-12 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-07
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2017-02-07 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-14
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2016-11-14 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-03
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2016-08-03 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-13
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2016-05-13 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-09
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2016-02-09 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-10
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2015-11-10 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-08-11
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2015-08-11 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-13
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2015-05-13 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-17
| Form type | 13F-HR |
| File number | 028-16724 |
| Filing date | 2015-02-17 |
| Reporting date | 2014-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RFG ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | 2023 | 452787436 | 2024-09-04 | RFG ADVISORY GROUP LLC | 77 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-09-04 |
| Name of individual signing | TRPC PLAN SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2053972459 |
| Plan sponsor’s address | 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL, 35242 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-20 |
| Name of individual signing | TRPC PLAN SERVICES |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2053972459 |
| Plan sponsor’s address | 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL, 35242 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-29 |
| Name of individual signing | TRPC SPONSOR SERVICES |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2053972459 |
| Plan sponsor’s address | 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL, 35242 |
Signature of
| Role | Plan administrator |
| Date | 2021-10-11 |
| Name of individual signing | BRIDGET WINERING |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2053972459 |
| Plan sponsor’s address | 1400 URBAN CENTER DR, SUITE 475, VESTAVIA HILLS, AL, 35242 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-06 |
| Name of individual signing | MEREDITH GRAHAM |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2053972459 |
| Plan sponsor’s address | 1400 URBAN CENTER DR, SUITE 475, VESTAVIA HILLS, AL, 35242 |
Signature of
| Role | Plan administrator |
| Date | 2019-10-02 |
| Name of individual signing | SHANNON SPOTSWOOD |
| Name | Role |
|---|---|
| WHITE, BOBBY | Agent |
| Name | Role | Address |
|---|---|---|
| WHITE, BOBBY R | Member | 1100 CORPORATE DRIVE SUITE 100BIRMINGHAM, AL 35242 |
| Name | Role | Address |
|---|---|---|
| WHITE, BOBBY R | Organizer | 1100 CORPORATE DRIVE SUITE 100BIRMINGHAM, AL 35242 |
| RYALS, BRIAN A | Organizer | 1100 CORPORATE DRIVE SUITE 100BIRMINGHAM, AL 35242 |
| POYNOR, HAMILTION PERKINS | Organizer | 1100 CORPORATE DRIVE SUITE 100BIRMINGHAM, AL 35242 |
| Event Date | Event Type | Old Value | New Value |
|---|---|---|---|
| 2018-06-18 | Name Change | RFG Advisory Group, LLC | RFG Advisory, LLC |
| 2018-06-08 | Name Merged | No data | Reliance Financial Group, LLC |
Date of last update: 30 Jul 2024
Sources: Alabama Secretary of State
