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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-16 |
| GA | RA | APPROVED | 2024-08-02 |
Branch Locations
Clearwater, FL • United States
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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Atlanta | GA | 06/2004 | 05/2022 |
| Jim Exley | Alpharetta | GA | 03/2015 | 05/2022 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 04/2021 | 05/2022 |
| Wealth Science Advisors Llc | Alpharetta | GA | 05/2022 | 07/2024 |
| Ifg Advisory, Llc | Atlanta | GA | 07/2024 | Present |
1) MELANIE SUE FISHER FINE ART; NOT INVESTMENT-RELATED;135 MANOR LAKE COURT, MILTON GA 30004; ARTS; 100% OWNER; START DATE: 06/23/2021; 0-10 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS; STUDY, PRACTICE, AND SALES OF OIL PAINTINGS. 2) Owner Strategies Benefits, LLC; Not Investment Related; start date 09/17/2009; 135 Manor Lake Court, Milton GA 30004; Licensed Insurance Agency; 0 hours per month during securities trading; LLC receives renewal commissions for previously sold health insurance policies. No investment-related insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-30 |
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