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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-16 |
Branch Locations
500 Sawgrass Corporate Parkway Suite 100, Sunrise, FL 33325 • United States
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 |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 03/2016 | 08/2018 |
| Eaton Vance Management | Boston | MA | 03/2016 | 08/2018 |
| Lpl Financial | Sunrise | FL | 09/2018 | Present |
| Ifg Advisory, Llc D/B/A Financial Strategies Group, Inc. | Sunrise | FL | 11/2018 | Present |
1)09/17/2018 - DBA for LPL Business (entity for LPL business) - Financial Strategies Group - 100% - INVESTMENT RELATED - SUNRISE, FL 33323
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-24 |
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