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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-06 |
| GA | RA | APPROVED | 2024-10-09 |
Branch Locations
1077 Baxter St. Suite 600, Athens, GA 30606 • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Athens | GA | 04/2012 | 02/2021 |
| Raymond James Financial Services, Inc | Athens | GA | 02/2021 | 10/2024 |
| Carson Advisory, Inc. Dba Carson Advisory Group | Athens | GA | 02/2021 | 10/2024 |
| Lpl Financial Llc | Athens | GA | 10/2024 | Present |
| Ifg Advisory, Llc D/B/A Highland Trust Company | Atlanta | GA | 10/2024 | Present |
1 - 09/05/2024 - Highland Trust Partners, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 10/08/2024 - IFG Advisory, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 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 10/2024. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-29 |
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