Name: | RFG Advisory, LLC |
Jurisdiction: | Alabama |
Legal type: | Domestic Limited Liability Company |
Status: | Exists |
Date of registration: | 25 Jul 2011 (13 years ago) |
Entity Number: | 000-016-053 |
Register Number: | 000016053 |
Historical Names: |
RFG Advisory Group, LLC
|
County: | Shelby |
Place of Formation: | Jefferson County |
Registered Office Street Address: | 1100 CORPORATE DRIVE SUITE 100BIRMINGHAM, AL 35242 |
Registered Office Street Address ZIP Code: | 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