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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-01 |
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 |
|---|---|---|---|---|
| Quay Financial Group, Inc. | Woodstock | GA | 10/2015 | 08/2023 |
| Woodbury Financial Services Inc D/B/A Aventurine Wealth Mgmt | Woodstock | GA | 04/2018 | 08/2023 |
| Lpl Financial | Atlanta | GA | 08/2023 | Present |
| Ifg Advisory, Llc D/B/A Gary Alpert Financial Strategies | Atlanta | GA | 08/2023 | Present |
1- 08/2023 / Evan Bethards Position - Aquarium Maintenance / 1099 Employment / NON INVESTMENT RELATED / 4 HRS MNTH / START DATE 11/1/2015 2- 08/2023 / Robert Evan Bethards II / Non-Variable Insurance / INVESTMENT RELATED / 6 HR MNTH / 2 HRS DURING TRADING / START DATE 11/30/2021 3- 08/2023 / Gary Alpert Financial Strategies / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / 8 HRS DURING TRADING 4- 09/06/2023- IFG Advisory, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 8/16/2023- 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 08/2023. 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. 5- 12/16/2024- The Marietta Shirt Company- Other - Beginning Stages of Starting Shirt Company- Not INV Related- Home based- Start date 11/01/2024- 10 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-03 |
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