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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-03-20 |
| FL | RA | APPROVED | 2017-08-28 |
| TX | RA | APPROVED_RES | 2017-08-17 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
500 Sawgrass Corporate Parkway Suite 100, Sunrise, FL 33325 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Strategies Group, Inc. | Weston | FL | 12/2010 | Present |
| Lpl Financial, Llc | Weston | FL | 08/2011 | Present |
| Ifg Advisory, Llc | Weston | FL | 08/2017 | Present |
1. 08/09/2011: Integrated Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 08/09/2011: EFS Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 2 Hours Per Month During Securities Trading - Sell fixed annuities. 3. 1/23/2014: Alliance Advisory Group, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Trails Only - Time Spent 0% 4. 6/2/2017 - Financial Strategies Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2010 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 09/13/2021 - No Business Name - Investment Related - Tavernier, FL 33070 - Real Estate Rental - Start Date: 06/01/2021 - 4 Hours Per Month/0 Hours During Securities Trading - I am a 1/6th owner of a house in the Florida keys. 6. 09/04/2024 - IFG Advisory, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/28/2017 - 40 Hours Per Month/ During Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 08/2017. I expect to spend approximately 40 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. 7. 10/04/2024 - Financial Strategies Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2010 - 160 Hours per Month/ 8 Hours During Trading 8. 10/04/2024 - Penn Mutual Insurance Co. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/15/2018 - 3 Hours per Month/ 3 Hours During Trading 9. 10/04/2024 - Vanbridge/The National Benefits Corporation - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/16/2015 - 5 Hours per Month/ 5 Hours During Trading 10. 12/16/2024: CommonWealth Annuity and Life Insurance Co - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Trails Only - Start Date 01/01/2004 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-06 |
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