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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 | 2025-01-03 |
| GA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-06 |
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