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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| FL | RA | APPROVED | 2020-04-14 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iwm Group | Port Saint Lucie | FL | 04/2010 | 02/2019 |
| Invest Financial Corporation | Tampa | FL | 01/2016 | 02/2018 |
| Lpl Financial Llc | Port Saint Lucie | FL | 02/2018 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 03/2019 | 03/2020 |
| Bank Of America, N.A. | Stuart | FL | 03/2019 | 03/2020 |
| Lpl Financial, Llc | Port St Lucie | FL | 04/2020 | Present |
| Ifg Advisory, Llc | Port St. Lucie | FL | 04/2020 | Present |
1. 10/20/2020 - SHTF Armory, LLC - Not Investment Related - At Reported Business Location(s) - Other-Business Owner - Managing Member/Owner - Start Date: 9/3/2020 - 16 Hours Per Month/0 Hours During Securities Trading - Selling products online. 2. 4/14/2021 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/01/2020 - 120 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 04/2020. I expect to spend approximately 120 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. 3. 04/02/2024 - Integrated Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/01/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-09 |
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