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Current Employers
Ifg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-26
  • FL RA
    APPROVED
    Since 2024-08-26

Branch Locations

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

61 Cordova Street, Augustine, FL 32084 • 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
Deerwood Country Club Jacksonville FL 11/2014 08/2021
Fidelity Investments Jacksonville FL 08/2018 06/2020
Patrick Lamb Ponte Vedra Beach FL 02/2011 05/2018
Atlantic Beach Country Club Atlantic Beach FL 10/2017 07/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 07/2020 08/2024
Northwestern Mutual Investment Services Llc Jacksonville FL 07/2020 08/2024
Lpl Financial Llc St Augustine FL 08/2024 Present
Ifg Advisory, Llc Atlanta GA 08/2024 Present
  • 11/2014 → 08/2021
    Deerwood Country Club
    Jacksonville, FL
  • 08/2018 → 06/2020
    Fidelity Investments
    Jacksonville, FL
  • 02/2011 → 05/2018
    Patrick Lamb
    Ponte Vedra Beach, FL
  • 10/2017 → 07/2018
    Atlantic Beach Country Club
    Atlantic Beach, FL
  • 07/2020 → 08/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2020 → 08/2024
    Northwestern Mutual Investment Services Llc
    Jacksonville, FL
  • 08/2024 → Present
    Lpl Financial Llc
    St Augustine, FL
  • 08/2024 → Present
    Atlanta, GA
Other Businesses

1) 07/17/2024 - ThompsonBaker Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2024 - 160 Hr/Mth 2) 07/17/2024 - Non-Variable Insurance - Inv Rel - Saint Augustine, FL - Start: 07/2024 - 20 Hr/Mth 3) 10/02/2024 - IFG Advisory, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/30/2024 - 160 Hours Per Month/ 7 Hours During Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 07/2024. 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-10
S63 Uniform Securities Agent State Law Examination 2018-11-21
  • S65 Uniform Investment Adviser Law Examination
    2024-08-10
  • S63 Uniform Securities Agent State Law Examination
    2018-11-21
Other Names
  • Patrick Logan Lamb
  • Patrick Lamb
  • Patrick Lamb

View on SEC IAPD

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