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Gregory Scott Bennett

Ifg Advisory, LLC

Atlanta, GA

Mooresville, NC

CRD 2713886

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Employer firm

Ifg Advisory, LLC CRD 168012

$4.76B regulatory AUM 298 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Ifg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-16
LA RA APPROVED 2023-04-10
NC RA APPROVED 2023-04-10
  • TX RA
    APPROVED_RES
    Since 2026-04-16
  • LA RA
    APPROVED
    Since 2023-04-10
  • NC RA
    APPROVED
    Since 2023-04-10

Branch Locations

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

150 Fairview Road Suite 105, Mooresville, NC 28117 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Davidson NC 06/2013 Present
Private Portfolio Partners, Llc Davidson NC 06/2013 06/2017
Merit Financial Group, Llc Alpharetta GA 06/2017 03/2023
Ifg Advisory, Llc, D/B/A Bluhawk Wealth Management, Llc Atlanta GA 03/2023 Present
  • 06/2013 → Present
    Lpl Financial, Llc
    Davidson, NC
  • 06/2013 → 06/2017
    Private Portfolio Partners, Llc
    Davidson, NC
  • 06/2017 → 03/2023
    Merit Financial Group, Llc
    Alpharetta, GA
  • 03/2023 → Present
    Ifg Advisory, Llc, D/B/A Bluhawk Wealth Management, Llc
    Atlanta, GA
Previous Registrations
  • 2017-06-23 → 2023-04-10
    Davidson, NC
    Alpharetta, GA
    Mooresville, NC
  • 2014-02-19 → 2017-06-23
    Private Portfolio Partners, Llc
    Davidson, NC
    Davidson, NC
    Paramus, NJ
  • 2008-01-01 → 2013-07-01
    Davidson, NC
    Harrisonburg, VA
  • 2004-04-05 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Huntersville, NC
    Harrisonburg, VA
    St. Louis, MO
    Huntersville, NC
Other Businesses

1. 06/28/2013 - ACT IN A FIDUCIARY CAPACITY - TRUSTEE OF DECEASED FATHER'S TRUST - 1% OF TIME SPENT. 2. 2/11/2014 - BLUHAWK WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 3. 02/19/2014 - NO BUSINESS NAME - INV REL - ACT IN A FIDUCIARY CAPACITY - 2% TIME SPENT - TRUSTEE FOR DECEASED FATHER'S TRUST FOR THE BENEFIT OF MY CHILDREN AND NEPHEWS. 4. 04/27/2023 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/10/2023 - 160 Hours Per Month/160 Hours During Securities Trading -I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 04/2023. 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. 04/27/2023 - BluHawk Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 04/10/2023 - 160 Hours Per Month/160 Hours During Securities Trading 6. 07/06/2026 - Simplicity Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/02/2026 - 1 hour per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-02
S63 Uniform Securities Agent State Law Examination 1996-04-19
  • S66 Uniform Combined State Law Examination
    2004-04-02
  • S63 Uniform Securities Agent State Law Examination
    1996-04-19
Other Names
  • Greg S. Bennett
  • Greg Bennett
  • Gregory S. Bennett

View on SEC IAPD

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