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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-07-20 |
Branch Locations
1077 Baxter Street, Athens, GA 30606 • United States
6124 Hwy. 278 Ne, Covington, GA 30014 • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
1081 Parkway Place, Athens, GA 30603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Athens | GA | 06/2015 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 06/2015 | Present |
1. 06/19/2015 - HIGHLAND TRUST PARTNERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 06/04/2015 - 160 HR/MO 130 DURING SECS TRDG HRS 2. 08/27/2015 - IFG ADVISORY LLC - INV REL - 1077 BAXTER ST STE 600 ATHENS, GA 30606 - REGISTERED INVESTMENT ADVISOR HYBRID - START 06/04/2015 - 200 HOURS PER MONTH, 200 DURING TRADING - IAR 3. 11/17/2015 * Integrated Financial Group * DBA for LPL Business (entity for LPL business) * Integrated Financial Group * INV REL * AT REPROTED BUSINESS LOCATION(S) * START 06/04/2015 * 100 HRS/MO DURING SECS TRDG HRS. 4. 3/21/2017 - IFG ADVISORY, LLC - DBA: Highland Trust Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/04/2015 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through IFG Advisory Group, LLC, an independent investment advisor firm. I started this business activity in June 2015. 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. 5. 3/28/2017 - Highland Trust Retirement Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/21/2016 - 0 Hours Per Month. 6. 5/11/2018 - Oconee County School System - Not Investment Related - 34 School Street Watkinsville, GA 30677 - Non-Profit Board Member - Start Date:07/18/2016 - 3 Hours Per Month/0 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-04 |
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