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Current Employers
Ifg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-04-22
  • GA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2022 → 04/2024
    Wealth Plan Financial
    Blairsville, GA
  • 12/2018 → 04/2022
    United Bank
    Madison, GA
  • 05/2009 → 12/2018
    Lad Logistics
    Watkinsville, GA
  • 04/2022 → 08/2022
    Unemployed
    Bishop, GA
  • 04/2024 → Present
    Lpl
    Blairsville, GA
  • 04/2024 → Present
    Ifg Advisory, Llc D/B/A Appalachian Wealth Mangement
    Atlanta, GA
Previous Registrations
  • 2023-03-30 → 2024-04-22
    Osaic Fs, Inc.
    Blairsville, GA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-20
  • S66 Uniform Combined State Law Examination
    2023-03-20

View on SEC IAPD

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