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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-15 |
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