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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-16 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
56 Parkway Commons Way, Greer, SC 29650 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services Inc. | Atlanta | GA | 10/2014 | 09/2016 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 09/2016 |
| Wells Fargo Advisors, Llc | Greenville | SC | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2016 | 01/2021 |
| Lpl Financial Llc | Greer | SC | 01/2021 | Present |
| Ifg Advisory, Llc | Greer | SC | 01/2021 | Present |
1. 1/11/2021 - Highlands Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/2021 - Time Spent 90%. 2. 1/11/2021 - Integrated Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 3. 1/12/2021 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR 0 Started 1/2021 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 140 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. 4. 1/12/2021 - IFG Advisory, LLC - DBA: (Hybrid) Highlands Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 1/2021 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 90%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-11 |
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