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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-06 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-03-29 |
Branch Locations
200 Ashford Ctr N Ste 400, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Financial Services | Woodstock | GA | 02/2012 | 03/2019 |
| Currie Financial & Tax Services | Woodstock | GA | 07/2010 | 09/2016 |
| H.D Vest Advisory Services | Canton | GA | 11/2012 | 03/2019 |
| Currie Wealth Advisors, Llc | Woodstock | GA | 06/2013 | 09/2016 |
| Hd Vest Insurance Agency | Irving | TX | 04/2016 | 03/2019 |
| Lpl Financial, Llc | Atlanta | GA | 03/2019 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 03/2019 | Present |
1. 03/28/2019 - INTEGRATED FINANCIAL GROUP LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED / 100%/ ATLANTA, GA 2. 3/7/2023 - Tarrant Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/08/2023 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-10 |
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