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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-05-24 |
| TX | RA | APPROVED | 2017-05-19 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
1640 Powers Ferry Road Building 2, Suite 200A, Marietta, GA 30067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 05/2010 | 05/2017 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 05/2017 |
| Lpl Financial, Llc | Atlanta | GA | 05/2017 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 05/2017 | Present |
1. 5/19/2017 - INTEGRATED FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 05/12/2017 - 500 Hours Per Month/6 Hours During Securities Trading - Time Spent 80%. 2. 5/24/2017 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/12/2017 - 135 Hours Per Month/6 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 May 2017. I expect to spend approximately 135 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. 1/6/2020 - The Anchor Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/01/2020 - 180 Hours Per Month/130 Hours During Securities Trading. 4. 3/31/2020 - IFG Advisory, LLC - DBA: (Hybrid) The Anchor Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/15/2020 - 80 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-02 |
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