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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-05-27 |
| NC | RA | APPROVED | 2023-06-28 |
Branch Locations
150 Fairview Road Suite 105, Mooresville, NC 28117 • 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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Hiawatha | IA | 08/2016 | 04/2017 |
| Primerica Financial Services | Hiawatha | IA | 03/2016 | 04/2017 |
| Kirkwood Community College | Cedar Rapids | IA | 08/2015 | 05/2017 |
| Fastenal | Cedar Rapids | IA | 03/2016 | 09/2016 |
| Tomaso's | Cedar Rapids | IA | 08/2012 | 08/2017 |
| Aegon Asset Management | Cedar Rapids | IA | 03/2018 | 05/2019 |
| The University Of Iowa | Iowa City | IA | 08/2017 | 12/2019 |
| Ufg Insurance | Cedar Rapids | IA | 01/2020 | 04/2022 |
| Unemployed | Cedar Rapids | IA | 04/2022 | 06/2022 |
| Bluhawk Wealth Management | Mooresville | NC | 06/2022 | Present |
| Lpl Financial Llc | Mooresville | NC | 05/2022 | Present |
| Ifg Advisory, Llc, D/B/A Bluhawk Wealth Management | Atlanta | GA | 06/2023 | Present |
1) 1/2023- BluHawk Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Mooresville, NC 2) 07/03/2023 - IFG Advisory LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date 06/20/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - I provide administrative support to IFG Advisory LLC, an independent investment advisor firm. I started this business activity in 06/2023. 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. 3) 10/13/2023 - Lytle Investment Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 09/26/2023 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-06 |
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