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Austin John Ort

Ira Group, Inc.

Atlanta, GA

CRD 2535495

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Employer firm

Ira Group, Inc. CRD 126246

$15.4B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ira Group, Inc.

1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-04-07
  • GA RA
    APPROVED
    Since 2020-04-07

Branch Locations

1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309 • 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
Mutual Of America Life Insurance Company Atlanta GA 05/1996 04/2019
Mutual Of America Securities Corporation Atlanta GA 05/1996 04/2019
Usi Securities, Inc. Glastonbury CT 05/2019 03/2020
Usi Consulting Group, Inc. Glastonbury CT 05/2019 Present
Investment Research & Advisory Group, Inc. Atlanta GA 04/2020 Present
  • 05/1996 → 04/2019
    Mutual Of America Life Insurance Company
    Atlanta, GA
  • 05/1996 → 04/2019
    Mutual Of America Securities Corporation
    Atlanta, GA
  • 05/2019 → 03/2020
    Glastonbury, CT
  • 05/2019 → Present
    Usi Consulting Group, Inc.
    Glastonbury, CT
  • 04/2020 → Present
    Investment Research & Advisory Group, Inc.
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-11-30
  • S63 Uniform Securities Agent State Law Examination
    2007-11-30
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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