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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| LA | RA | APPROVED | 2023-01-04 |
| MS | RA | APPROVED | 2021-08-17 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
807 Main Street, Natchez, MS 39120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mississippi State University | Starkville | MS | 08/2016 | 05/2021 |
| Lpl Financial, Llc | Natchez | MS | 06/2021 | Present |
| Ifg Advisory, Llc | Natchez | MS | 07/2021 | Present |
1. 6/22/2021 - Integrated Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/9/2021 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started july 6 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide administrative support to IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 07/2021. 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. 9/1/2021 - Natchez Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2015 - 40 Hours Per Month During Securities Trading. 4. 10/07/2025 - NWM Capital Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/01/2025 - 160 Hrs/Mth - 7 Hrs During Trading. 5. 03/18/2026 - NWM Capital Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2025 - 40 hours per month/ 7 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-28 |
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