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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| GA | RA | APPROVED | 2015-02-06 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
38 Sloan Street, Roswell, GA 30075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Roswell | GA | 01/2015 | Present |
| Ifg Advisory, Llc | Roswell | GA | 02/2015 | Present |
(1) 01/29/2015 - INTEGRATED FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - At Reported Business Location(s) - Start 02/01/2015 - 100% Time Spent (2) 01/29/2015 - MOUNTAIN HOPE VILLAGE - NON-PROFIT BOARD MEMBER - INV REL - P.O. BOX 107522, Atlanta, GA 30317 - Start 02/2012 - Finance/Treasurer - 10% Time Spent (3) 01/30/2015 - Magnolia Financial Group - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - At Reported Business Location(s) (4) 02/03/2015: IFG ADVISORY, LLC - Registered Investment Advisor Hybrid - (Hybrid) IFG Advisory, LLC - INV REL - At Reported Business Location(s) - Start 02/2015 - 100% Time Spent (5) 03/26/2015 - UNIVERSITY OF GEORGIA - TEACHER - NOT INV REL - Terry College of Business, 3475 Lenox Road, Atlanta, GA 30326 - INSTRUCTOR FOR CFP COURSE AT UGA COLLEGE OF BUSINESS IN BUCKHEAD - 6 Hr/Mo; 0 Hours During Securities Trading (6) 05/26/2016 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 06/01/2016 - 40 Hr/Mo; 40 Hours During Securities Trading. (7) 6/19/2018 - Magnolia Holdings, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 07/01/2018 - 2 Hours Per Month/0 Hours During Securities Trading. (8) 11/29/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/01/2018 - 5 Hours Per Month/0 Hours During Securities Trading. (9) 04/02/2026 - Magnolia Properties - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 03/30/2026 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-14 |
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