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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 | 2019-09-09 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Marietta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crawford Investment Counsel, Inc. | Atlanta | GA | 06/1998 | 01/2019 |
| Unemployed | Marietta | GA | 01/2019 | 07/2019 |
| Lpl Financial, Llc | Atlanta | GA | 07/2019 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 09/2019 | Present |
1. 7/30/2019 - INTEGRATED FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 9/12/2019 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/30/2019 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 07/2019. I expect to spend approximately 160 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. 3. 5/17/2021 - DeCastro Financial Advisors, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 09/30/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 02/15/2024 - Pathway Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/29/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-15 |
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