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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-07-20 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
195 N. Main Street Suite A, Hiawassee, GA 30546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hiawassee | GA | 06/2015 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 06/2015 | Present |
(1) 06/30/2015: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 01/01/1997 - INS TYPE: HEALTH (2) 06/30/2015: INTEGRATED FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - 100% OF TIME SPENT (3) 04/17/2023: IFG ADVISORY, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) Integrated Financial Group Wealth Management- START 2023 - 120 HR/MO 30 DURING SECS TRDG HRS (70% OF TIME SPENT) - INVESTMENT ADVISER REPRESENTATIVE (4) 07/09/2015: IFG ADVISORY, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) IFG ADVISORY, LLC - 100% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE. (5) 12/03/2021 - Moderation - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 07/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading - Owns and collects rent on my new office building. (6) 05/09/2023 - Integrated Financial Group Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/17/2023 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-10-02 |
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