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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-01-27 |
Branch Locations
2330 Patrick Henry Pkwy Suite 150, Mcdonough, GA 30253 • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
1240 Hwy 54 West Suite 405, Fayetteville, GA 30214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Financial Partners | Mcdonough | GA | 08/2016 | Present |
| Lpl Financial Llc | Mcdonough | GA | 08/2016 | 02/2020 |
| Lpl Financial, Llc | Mcdonough | GA | 02/2020 | Present |
| Ifg Advisory Llc | Mcdonough | GA | 02/2015 | 01/2021 |
| Ifg Advisory, Llc | Woodstock | GA | 01/2021 | Present |
1. 2/4/2020 - Integrated Financial Partners, INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100% 2. 2/17/2020 - IFG Advisory LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 02/03/2015 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 02/2015. 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. 3. 10/2016 - Halie Hinchey -investment-related - McDonough, GA - insurance products - 10%/month - insurance sales 4. 4/13/2021 - HVH Financial LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Owner - Start Date: 2/4/2021 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-15 |
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