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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-04-22 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Athens | GA | 04/2015 | Present |
| Ifg Advisory, Llc | Athens | GA | 04/2015 | Present |
1. 04/16/2015 - INTEGRATED FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ ATHENS, GA 2. 04/16/2015 - HIGHLAND TRUST PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ ATHENS, GA 3. 04/28/2015 - IFG ADVISORY, LLC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) IFG ADVISORY, LLC. - TIME SPENT 100% 4. 03/08/2016 * HTP LLC * Real Estate Rental * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * START 05/01/15 * 1 HR/MO NOT DURING SECS TRDG HRS. 5. 5/2/2018 - Highland Retirement Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2018 - 1 Hour Per Month During Securities Trading. 6. 11/19/2020 - HTP Insurance LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 11/09/2020 - 1 Hour Per Month During Securities Trading. 7. 12/16/2021 - Oliver Creek Kennels LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date: 9/1/2021 - 1 Hours Per Month/0 Hours During Securities Trading - Hold land.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-08 |
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