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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-14 |
| GA | RA | APPROVED | 2014-12-03 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Atlanta | GA | 12/2014 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 12/2014 | Present |
(1) 11/17/2014: Integrated Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 12/03/2014: IFG Advisory, LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) IFG Advisory, LLC - Investment Related - 220 Ashford Center North, Ste 400, Atlanta, GA 30338 - 100% Time Spent - IAR (3) 08/08/2016: Marathon Financial Strategies - DBA for LPL Business (entity for LPL business) - DBA: Marathon Financial Strategies - Investment Related - 200 Ashford Center North, Suite 400, Atlanta, GA 30338 - Started 08/03/2016 - 480 Hr/Mo; 480 Hours During Securities Trading - Financial Services. (4) 11/29/2016 - Wesley Littlejohn Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/16 - 160 Hours Per Month/8 Hours During Securities Trading. (5) 10/23/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/09/2018 - 1 Hours Per Month During Securities Trading - Fixed insurance - Metlife. (6) 10/23/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/09/2018 - 1 Hours Per Month During Securities Trading - Fixed insurance - Guardian. (7) 05/31/2019 - LPL Financial LLC LTCI Partners - Investment related - At reported business location(s) - Non-Variable Insurance - start date:05/21/2019 - 1 hr/mo - 1 hr during trading - I will be using LTCI Partners, LLC to close a long term care case. (8) 4/14/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/03/2020 - 1 Hour Per Month During Securities Trading - Fixed annuity. (9) 02/15/2022- Marathon Financial Strategies Group, Ltd.- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Start Date - 12/30/2021- 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-03-01 |
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