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Current Employers
Ifg Advisory, Llc

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-01-03
LA RA APPROVED 2023-01-04
MS RA APPROVED 2021-08-17
  • TX RA
    APPROVED_RES
    Since 2024-01-03
  • LA RA
    APPROVED
    Since 2023-01-04
  • MS RA
    APPROVED
    Since 2021-08-17

Branch Locations

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

807 Main Street, Natchez, MS 39120 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2016 → 05/2021
    Mississippi State University
    Starkville, MS
  • 06/2021 → Present
    Lpl Financial, Llc
    Natchez, MS
  • 07/2021 → Present
    Natchez, MS
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-28
  • S66 Uniform Combined State Law Examination
    2021-05-28

View on SEC IAPD

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