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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-26 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
61 Cordova Street, Augustine, FL 32084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-21 |
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