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Current Employers
Ifg Advisory, Llc

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-05
GA RA APPROVED 2019-09-09
  • TX RA
    APPROVED
    Since 2026-01-05
  • GA RA
    APPROVED
    Since 2019-09-09

Branch Locations

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

Marietta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-15
  • S66 Uniform Combined State Law Examination
    2019-08-15
Designations

View on SEC IAPD

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