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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-21 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 10/2011 | 02/2018 |
| Lpl Financial Llc | Cartersville | GA | 02/2018 | Present |
| Proactive Wealth Strategies, Llc | Marietta | GA | 03/2022 | 08/2023 |
| Ifg Advisory, Llc Dba Patton Financial Associates | Atlanta | GA | 08/2023 | Present |
| Ifg Advisory, Llc D/B/A Madison Financial & Associates | Acworth | GA | 01/2025 | Present |
1. 1/5/2025 - Madison Financial & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1/5/2025 - 160 Hours Per Month during securities trading. 2. 8/22/2023 - IFG Advisory LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At reported business locations - start date 8/18/2023 -160 hours per month/ 80 hours during trading - Time Spent 100% - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 8/2023. 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. 2. 01/17/2025- IFG Advisory, LLC- Registered Investment Advisor DBA- INV Related- At Acworth, GA- Start date 01/02/2025- 80 Hours Per Month- 60 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-06 |
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