Donald Warren Patrick

Employer firm

Ifg Advisory, LLC CRD 168012

$4.76B regulatory AUM 298 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2003 → Present
  Integrated Financial Group
  Atlanta, GA
• 07/2013 → Present
  Ifg Advisory, Llc
  Atlanta, GA
• 07/2013 → Present
  Lpl Financial, Llc
  Atlanta, GA

Previous Registrations

• 2013-07-29 → 2014-08-28
  Ifg Advisory, Llc
  Atlanta, GA
• 2003-12-19 → 2011-08-11
  Securities America Advisors, Inc.
  Atlanta, GA
  Atlanta, GA
• 2003-04-08 → 2003-12-19
  Veravest Investment Advisors, Inc.
  Atlanta, GA

Other Businesses

1. 05/19/2011: NO BUSINESS NAME - Author - NOT INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION - BOOK SALES: MY BOOK "KEEP YOUR NEST EGG FROM CRACKING" IS ON AMAZON. - 1% OF TIME SPENT. 2. 07/20/2011 - Integrated Support Services, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION(S) - Provides office management, bill paying, administers group benefits, payroll, human resources. Equally by all advisors of IFG that have staff. ISS pays monthly expenses and bills advisors bi-monthly. - 20% TIME SPENT 3. 07/20/2011 - NO BUSINESS NAME - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION(S) - Fixed insurance sales. - 10% TIME SPENT 4. 08/15/2013 - DP Integrated Planning, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 09/05/2013 - IFG Financial Advisory, LLC. - Registered Investment Advisor - (HYBRID) IFG Financial Advisory, LLC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - Adivsory, financial plans, hourly fees, etc. - 25% TIME SPENT 6. 12/23/2014 - Integrated Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Integrated Financial Group, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - 80 HR/MO, 50 DURING SECS TRDG HRS 7. 02/20/2015 - IFG Advisory, LLC. - Registered Investment Advisor Hybrid - (Hybrid) IFG Advisory, LLC. - INV REL - START 07/01/2013 - 200 Ashford Center North, Suite 400, Atlanta, GA 30338 - IAR - 80 HR/MO, 40 DURING SECS TRDG HRS 8. 04/07/2015 - IFG-DFA, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - START 09/22/2011 - 200 Ashford Center North, Suite 400, Dunwoody, GA 30338 - Entity established as tax conduit only. Not held out to public. - 10 HR/MO, 1 DURING SECS TRDG HRS - tax conduit only 9. 08/27/2015 - Flight Unlimited, LLC. - Other - LLC - NOT INV REL - START 01/01/1999 - Peachtree-Dekalb Airport - 50% owner. The LLC owns my and my partners airplane. All expenses run through the LLC. - 5 HR/MO, 1 DURING SECS TRDG HRS - Flight Unlimited, LLC. 10. 7/12/2019 - Integrated Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/03/2003 - 80 Hours Per Month/50 Hours During Securities Trading. 11. 9/10/2021 - IFG-Investment Solutions, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 09/22/2011 - 10 Hours Per Month/1 Hour During Securities Trading - Entity established as tax conduit only.

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-11-09
• S63 Uniform Securities Agent State Law Examination
  1983-08-31