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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-01-06 |
| GA | RA | APPROVED | 2021-10-19 |
Branch Locations
502 Gloucester Street Suite 204, Brunswick, GA 31520 • United States
Jekyll Island, GA • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
1862 Auburn Road Suite 118, Dacula, GA 30019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 05/2017 |
| Atl Global Advisors | Loganvill | GA | 02/2017 | 02/2017 |
| Onewealth Investment Management, Llc | Loganville | GA | 05/2017 | 09/2021 |
| Ifg Advisory, Llc | Atlanta | GA | 10/2021 | Present |
| Stark Financial Strategies, Inc. | Brunswick | GA | 02/2002 | Present |
1) 10/2021 Thomas Stark - Life, Accident & Sickness insurance- investment related - Loganville, Georgia - Insurance Sales - 5 hrs per month/5 hrs per month during trading hours - sporadic earning of commissions on term-life insurance policies and fixed annuities. 2) 10/2021 Stark Financial Strategies, d/b/a name for IFG Advisory, LLC, investment related, Brunswick/Dacula, Georgia, start date 09/2021, hrs/month-140 trading hrs/month-140 3) 11/2024 Golden Isles Financial Advisors, d/b/a name for IFG Advisory, LLC, investment related, Brunswick/Dacula, Georgia, start date 11/2024, hrs/month-140 trading hrs/month-140 4) Friends of Historic Jekyll Island, Not investment related, Jekyll Island, GA, Board Member, 08/01.2026, 2 hours per month devoted, 1 hours per month devoted during securities trading, Serve as a volunteer Board member and participate in general Board activities. Provides limited administrative assistance to the Treasurer, including assisting with QuickBooks setup, training on generating reports, and assisting with reports provided to the organization’s accountant and Board with no access or authority.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-30 |
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