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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-22 |
Branch Locations
736 Pat Haralson Memorial Drive Suite A, Blairsville, GA 30512 • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Plan Financial | Blairsville | GA | 08/2022 | 04/2024 |
| United Bank | Madison | GA | 12/2018 | 04/2022 |
| Lad Logistics | Watkinsville | GA | 05/2009 | 12/2018 |
| Unemployed | Bishop | GA | 04/2022 | 08/2022 |
| Lpl | Blairsville | GA | 04/2024 | Present |
| Ifg Advisory, Llc D/B/A Appalachian Wealth Mangement | Atlanta | GA | 04/2024 | Present |
1- 03/2024 / Appalachian Wealth Management / DBA for LPL Business (entity for LPL business) / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 03/2024 / CG3 Properties, LLC / Real Estate Rental / Non Investment Related / start date 05/01/2020 3- 05/06/2024 - Integrated Financial Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/16/2024 - 160 Hours Per Month/ 8 Hours During Trading 4- 05/06/2024 - IFG Advisory, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/16/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 04/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-20 |
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