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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 | 2026-01-06 |
| FL | RA | APPROVED | 2019-06-04 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
540 Nw University Blvd Suite 101, Port St Lucie, FL 34986 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 01/2016 | 02/2018 |
| Lpl Financial Llc | Port Saint Lucie | FL | 02/2018 | Present |
| Ifg Advisory, Llc D/B/A Integrated Wealth Management Group | Port St Lucie | FL | 05/2019 | Present |
1. 03/09/2018 - Integrated Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/03/2000 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 03/12/2018 - IWMGroup - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/03/2000 - 160 Hours Per Month/160 Hours During Securities Trading. 3. 10/8/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date: 02/01/2018 - 10 Hours Per Month/10 Hours During Securities Trading - Fixed insurance. 4. 5/1/2019 - SummerRock Ranch - Investment Related - Home based - Business Entity For Tax/Investment Purposes Only - Started 01/01/2015 - 10 Hours Per Month/0 Hours During Securities Trading. 5. 5/29/2019 - Integrated Financial Group, LLC - DBA: IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/22/2019 - 10 Hours Per Month During Securities Trading. 6. 6/3/2019 - DABCRB Properties, LLC - Investment Related - Home Based & Port St Lucie FL 34986 - Real Estate Rental - Started 03/01/2018 - 1 Hour Per Month During Securities Trading. 7. 6/17/2019 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/22/2019 - 10 Hours Per Month During Securities Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 05/2019. I expect to spend approximately 10 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. 8. 3/3/2020 - Medigap Plans of America - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/07/2020 - 1 Hour Per Month During Securities Trading. 9. 11/10/2020 - SHTF Armory, LLC - Not Investment Related - At Reported Business Location(s) - Other-Business Owner - Start Date: 9/3/2020 - 1 Hours Per Month/0 Hours During Securities Trading. 10. 10/08/2021 - JCBMDB Enterprises - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date: 12/18/2020 - 0 Hours Per Month/0 Hours During Securities Trading - We bought property to hunt.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-02-03 |
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