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Current Employers
Ifg Advisory, Llc

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2015-07-20
  • GA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Hiawassee GA 06/2015 Present
Ifg Advisory, Llc Atlanta GA 06/2015 Present
  • 06/2015 → Present
    Lpl Financial Llc
    Hiawassee, GA
  • 06/2015 → Present
    Atlanta, GA
Previous Registrations
  • 2003-03-05 → 2015-07-07
    Osaic Fa, Inc.
    Hiawassee, GA
    Atlanta, GA
    Virginia Beach, VA
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1997-10-02
  • S66 Uniform Combined State Law Examination
    1997-10-02

View on SEC IAPD

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