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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-12-11 |
| TX | RA | APPROVED | 2023-12-11 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
120 Holmes Avenue Northeast Suite 305, Huntsville, AL 35801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Huntsville | AL | 07/2011 | Present |
| Oak Tree Financial Services, Llc | Huntsville | AL | 03/2015 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 12/2023 | Present |
1. 06/15/2011: Oak Tree Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/20/2015 - GPS Planning Solutions, LLC - Oak Tree Financial Service - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 09/03/2015 - 120 Hours Per Month During Securities Trading - Provide hourly and fixed fee services. 3. 8/11/2020 - Dixon Wells and IAMS - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/02/2019 - 4 Hours Per Month During Securities Trading - Insurance Agent. 4. 5/4/2021 - Investment Related - Home Based - Real Estate Rental - Start Date: 3/22/2021 - 1 Hours Per Month/0 Hours During Securities Trading - Using as a potential second home or as rental property. 5. 01/10/2024 - IFG Advisory, LLC. - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 12/15/2023 - 150 Hrs/Mo During Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 150 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. 6. 06/20/2025 - Ron's Woodworking, LLC - Other - Refinishing and restoration of wooden gun - Non Inv related - Home Based - Start date: 05/28/2025 - 5 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-06 |
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