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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-09-22 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • 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 | Atlanta | GA | 06/2013 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 09/2013 | Present |
1) 2013-07-29 - Integrated Support Services, LLC - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2013-07-23 - hrs/mth - hrs/mth during trading 2) 2013-09-05 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - IFG Advisory, LLC - Registered Investment Advisor - Y - at reported business location(s) - 2013-07-23 - hrs/mth - hrs/mth during trading - 3) 2022-09-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Integrated Financial Group - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2022-08-10 - 200hrs/mth - 10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-10 |
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