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Current Employers
Ifg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-08-21
  • GA RA
    APPROVED
    Since 2023-08-21

Branch Locations

Acworth, GA • United States

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

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-02-14
  • GA RA
    APPROVED
    Since 2018-02-14

Branch Locations

Cartersville, GA • United States

Acworth, 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
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
  • 10/2011 → 02/2018
    Invest Financial Corporation
    Tampa, FL
  • 02/2018 → Present
    Cartersville, GA
  • 03/2022 → 08/2023
    Marietta, GA
  • 08/2023 → Present
    Ifg Advisory, Llc Dba Patton Financial Associates
    Atlanta, GA
  • 01/2025 → Present
    Ifg Advisory, Llc D/B/A Madison Financial & Associates
    Acworth, GA
Previous Registrations
  • 2022-04-20 → 2023-08-16
    Marietta, GA
    Catersville, GA
  • 2012-03-09 → 2018-02-14
    Invest Financial Corporation
    Cartersville, GA
    Cartersville, GA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-06
  • S66 Uniform Combined State Law Examination
    2012-03-06
Other Names
  • Gregory Patton
  • Greg Patton

View on SEC IAPD

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