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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-06-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Gainesville | GA | 05/2015 | 10/2016 |
| Stribling-Whalen Financial Group | Gainesville | GA | 05/2015 | 10/2016 |
| Raymond James Financial Services Advisors Inc. | Gainesville | GA | 08/2015 | 10/2016 |
| Wells Fargo Clearing Services, Llc | Gainesville | GA | 03/2017 | 06/2017 |
| Homemaker | Alto | GA | 10/2016 | 03/2017 |
| Lpl Financial, Llc | Alto | GA | 06/2017 | Present |
| Ifg Advisory, Llc | Alto | GA | 06/2017 | Present |
1. 6/7/2017 - IFG ADVISORY, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 6/2/2017 - 10 Hours Per Month/1 Hour During Securities Trading - Time Spent 10% - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 10 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. 2. 10/13/2021 - Integrated Financial Group (Services) - DBA: Integrated Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/07/2021 - 160 Hours Per Month/160 During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-11 |
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