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Current Employers
Ifg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-06
FL RA APPROVED 2019-06-04
  • TX RA
    APPROVED_RES
    Since 2026-01-06
  • FL RA
    APPROVED
    Since 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

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
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
  • 01/2016 → 02/2018
    Invest Financial Corporation
    Tampa, FL
  • 02/2018 → Present
    Lpl Financial Llc
    Port Saint Lucie, FL
  • 05/2019 → Present
    Ifg Advisory, Llc D/B/A Integrated Wealth Management Group
    Port St Lucie, FL
Previous Registrations
  • 2016-01-15 → 2018-02-15
    Invest Financial Corporation
    Port Saint Lucie, FL
    Port St. Lucie, FL
    Appleton, WI
  • 2005-12-12 → 2016-01-22
    Kestra Investment Services, Llc
    Port St. Lucie, FL
    Port St. Lucie, FL
  • 2001-03-07 → 2005-12-02
    Port St. Lucie, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-02-03
  • S66 Uniform Combined State Law Examination
    1999-02-03
Other Names
  • Dana Alan Binsbachar

View on SEC IAPD

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