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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-04-22 |
Branch Locations
1077 Baxter Street, Athens, GA 30606 • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
361 Blue Ridge St, Blairsville, GA 30512 • United States
884 Elbert St, Elberton, GA 30635 • United States
135 E. Franklin St, Hartwell, GA 30643 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Athens | GA | 04/2015 | Present |
| Ifg Advisory, Llc | Athens | GA | 04/2015 | Present |
1. 4/16/2015 - INTEGRATED FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 4/16/2015 - HIGHLAND TRUST PARTNERS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 3. 4/29/2015 - IFG Advisory, LLC - DBA: (Hybrid) Highland Trust Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Time Spent 100%. 4. 3/21/2016 - Highland Trust Retirement Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/15/16 - 100 Hours Per Month/80 Hours During Securities Trading. 5. 11/5/2020 - HTP Insurance LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 11/02/2020 - 10 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-17 |
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