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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| GA | RA | APPROVED | 2020-01-29 |
Branch Locations
1077 Baxter Street Suite 600, Athens, GA 30606 • 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 |
|---|---|---|---|---|
| Auburn University | Auburn | AL | 08/2016 | 05/2017 |
| Zaxby's Franchising Llc | Athens | GA | 05/2017 | 08/2017 |
| Auburn University | Auburn | AL | 08/2017 | 05/2018 |
| Zaxby's Franchising Llc | Athens | GA | 05/2018 | 08/2018 |
| Auburn University | Auburn | AL | 08/2018 | 05/2019 |
| Ifg Advisory, Llc (Dba: Highland Trust Partners) | Athens | GA | 07/2019 | Present |
| Unemployed | Athens | GA | 05/2019 | 07/2019 |
| Lpl Financial Llc | Athens | GA | 06/2019 | Present |
| Pinnacle Bank | Elberton | GA | 02/2021 | Present |
1. 9/13/2019 - Highland Trust Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 2/27/2020 - IFG Advisory, LLC - DBA: (Hybrid) Highland Trust Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/30/2020 - 160 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 01/2020. 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. 3. 4/1/2021 - Athens Academy - Not Investment Related - 1281 Spartan Lane, Athens, GA 30606 - Outside/W-2 Employment - Baseball Coach - Started 01/18/2021 - 50 Hours Per Month/0 Hours During Securities Trading - Junior Varsity and Varsity Assistant Baseball Coach, coaching baseball at Athens Academy. 4. 03/31/2022 - Pops Divers LLC - Not Investment Related -Other - LLC- Silent Partner - Start Date - 03/23/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-24 |
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