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Current Employers
Ifg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-05-30
  • GA RA
    APPROVED
    Since 2023-05-30

Branch Locations

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

102 East Main Street Suite A, Cartersville, GA 30120 • 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
Publix Cartersville GA 06/2013 11/2019
Nida Financial Group Cartersville GA 05/2019 12/2019
Invesco Atlanta GA 01/2020 04/2023
Lpl Financial Llc Atlanta GA 05/2019 01/2020
Lpl Financial Llc Cartersville GA 05/2023 Present
Ifg Advisory, Llc D/B/A Nida Financial Group Atlanta GA 05/2023 Present
Kennesaw State University Kennesaw GA 08/2015 12/2019
  • 06/2013 → 11/2019
    Publix
    Cartersville, GA
  • 05/2019 → 12/2019
    Nida Financial Group
    Cartersville, GA
  • 01/2020 → 04/2023
    Invesco
    Atlanta, GA
  • 05/2019 → 01/2020
    Lpl Financial Llc
    Atlanta, GA
  • 05/2023 → Present
    Lpl Financial Llc
    Cartersville, GA
  • 05/2023 → Present
    Ifg Advisory, Llc D/B/A Nida Financial Group
    Atlanta, GA
  • 08/2015 → 12/2019
    Kennesaw State University
    Kennesaw, GA
Other Businesses

1) 04/19/2023 - Nida Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 0 Hours per month. 2) 05/04/2023 - Integrated Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date 05/01/2023 - 160 Hours Per Month/160 Hours 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 05/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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
S66 Uniform Combined State Law Examination 2023-05-10
S63 Uniform Securities Agent State Law Examination 2020-05-15
  • S66 Uniform Combined State Law Examination
    2023-05-10
  • S63 Uniform Securities Agent State Law Examination
    2020-05-15
Other Names
  • Daniel Tulley Keeney

View on SEC IAPD

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