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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-06-06 |
| GA | RA | APPROVED | 2017-06-05 |
| TX | RA | APPROVED | 2017-06-02 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
605 Green Street, Gainesville, GA 30501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Duluth | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Duluth | GA | 11/2016 | 05/2017 |
| Lpl Financial, Llc | Gainesville | GA | 06/2017 | Present |
| Ifg Advisory, Llc | Gainesville | GA | 06/2017 | Present |
1.06/01/2017 - STRONG, GADDY, LEE WEALTH MANAGEMENT GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 80%/ GAINESVILLE, GA 2. 6/7/2017 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/02/2017 - 150 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 80% - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 6/7/2017 - IFG Advisory, LLC - DBA: Strong, Gaddy, Lee Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 150 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 06/28/2023 - SGL Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2023 - 150 Hours Per Month/150 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-08 |
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