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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 | 2022-01-10 |
| GA | RA | APPROVED | 2021-09-02 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Deerfield Corporate Center 1 13010 Morris Rd, Suite 600, Alpharetta, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ccf Investments | Greensboro | GA | 06/2014 | 06/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 11/2019 |
| Sparrow Financial Group | Buford | GA | 01/2016 | 12/2017 |
| Capital Choice Financial Services | Greensboro | GA | 08/2014 | 08/2021 |
| Corecap Investments | Southfield | MI | 11/2019 | 08/2021 |
| Corecap Advisors | Southfield | MI | 11/2019 | 08/2021 |
| Lpl Financial, Llc | Buford | GA | 08/2021 | Present |
| Ifg Advisory, Llc | Buford | GA | 08/2021 | Present |
1) 8/2021 - DBA for LPL Business (entity for LPL business) - Integrated Financial Group, LLC - Investment Related - Buford, GA 30519 2) 6/2014 - Non-Variable Insurance - Sabrina Gott Proano - Investment Related - Buford, GA 30519 3) 6/2014 - DBA for LPL Business (entity for LPL business) - Clear Blue Wealth - Investment Related - Buford, GA 30519 4) 9/20/2021 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2021 - 120 Hours Per Month/30 Hours During Securities Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 120 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) 02/22/2022 - Clear Blue Wealth- Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 01/24/2022- 10 Hours Per Month/ 2 Hours During Securities Trading. 6) 08/04/2023 - Be Charm'd - Not Investment Related - Home Based - Start Date 07/24/2023 - 20 Hours Per Month/ 0 Hours During Trading 7) 01/09/2024 - Senior Insurance Solutions - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 01/09/2024 - 20 Hours Per Month/ During Trading 8. 05/16/2024 - Modern Traditions Realty Group - Mortgage/Real Estate Services - Inv. Related - 3960 Plantation Mill Dr Buford GA 30519 - Start Date 05/09/2024 - Mortgage/Real Estate Services - 10hrs/mth 9) 06/06/2025 - HEGEMON GROUP INTERNATIONAL - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:05/16/2025 - 10 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-15 |
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