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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-21 |
| NC | RA | APPROVED | 2020-06-04 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 06/2020 |
| Lpl Financial, Llc | Andrews | NC | 06/2020 | Present |
| Ifg Advisory, Llc | Andrews | NC | 06/2020 | Present |
1) 06/2020 - DBA for LPL Business (entity for LPL business) - INTEGRATED FINANCIAL GROUP - INVESTMENT RELATED - ANDREWS, NC 28901 2) 01/2013 - Outside/W-2 Employment - BYTESCRIBE - 15% - NOT INVESTMENT RELATED - ATLANTA, GA, 30319 3) 06/2020 - Business Entity For Tax/Investment Purposes Only - RICHARD S. CARVER, LLC. DBA CARVER CAPITAL - INVESTMENT RELATED - ANDREWS, NC 28901 4) 6/17/2020 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 2/2020 - 135 Hours Per Month - Time Spent 85% - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 02/2020. 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. 5) 6/25/2020 - Diversified Brokerage Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Life Insurance Agent - Started 06/24/2020 - 2 Hours Per Month During Securities Trading 6) 06/27/2023 - Carver Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/13/2023 - 160 Hours Per Month/ 6 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-19 |
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