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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 2025-01-03
GA RA APPROVED 2022-06-25
  • TX RA
    APPROVED_RES
    Since 2025-01-03
  • GA RA
    APPROVED
    Since 2022-06-25

Branch Locations

300 Galleria Parkway Se Suite 630, Atlanta, GA 30339 • United States

200 Ashford Center North Suite 400, Atlanta, GA 30338 • 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
Unemployed Marietta GA 10/2018 02/2019
Riskalyze Atlanta GA 03/2018 10/2018
Unemployed Marietta GA 06/2017 03/2018
Serta Simmons Bedding Llc Atlanta GA 04/2007 06/2017
Edward Jones St. Louis MO 02/2019 06/2022
Lpl Financial Atlanta GA 06/2022 Present
Ifg Advisory, Llc D/B/A Linea Private Wealth Management Atlanta GA 06/2022 Present
  • 10/2018 → 02/2019
    Unemployed
    Marietta, GA
  • 03/2018 → 10/2018
    Riskalyze
    Atlanta, GA
  • 06/2017 → 03/2018
    Unemployed
    Marietta, GA
  • 04/2007 → 06/2017
    Serta Simmons Bedding Llc
    Atlanta, GA
  • 02/2019 → 06/2022
    St. Louis, MO
  • 06/2022 → Present
    Lpl Financial
    Atlanta, GA
  • 06/2022 → Present
    Ifg Advisory, Llc D/B/A Linea Private Wealth Management
    Atlanta, GA
Previous Registrations
  • 2019-04-15 → 2022-06-22
    Marietta, GA
    St Louis, MO
    Atlanta, GA
    Marietta, GA
Other Businesses

1)06/13/2022 - Linea Private Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2022 2)06/13/2022 - Pete Coleman Jr, Owner - Real Estate Rental - Inv Rel - Marietta, GA - Start: 06/2022 - 2 Hr/Mth 3)07/22/2022 - IFG Advisory, LLC - DBA: Linea Private Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR-Advisor - Start Date - 6/21/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 4)07/22/2022 - IFG Advisory LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 6/21/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through IFG Advisory LLC, an independent investment advisor firm. I started this business activity in 06/2022. 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. 5)07/22/2022 - IFG Advisory LLC - DBA: Integrated Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR-Advisor - Start Date - 6/21/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 6)11/04/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 08/31/2022 - 2 Hours Per Month/2 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-06
  • S66 Uniform Combined State Law Examination
    2019-04-06
Other Names
  • Pete John Coleman
  • Peter John Coleman

View on SEC IAPD

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