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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-21 |
Branch Locations
6301 Nw 5Th Way Suite 2000, Ft. Lauderdale, FL 33309 • 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 |
|---|---|---|---|---|
| Guaranteed Rate | Plantsville | CT | 06/2015 | 05/2017 |
| Guaranteed Rate | Plantsville | CT | 06/2015 | 05/2017 |
| Guaranteed Rate | Plantsville | CT | 06/2018 | 08/2018 |
| Student | Na | FL | 06/2019 | 03/2020 |
| Student | Poughkeepsie | NY | 08/2015 | 05/2017 |
| Student | Poughkeepsie | NY | 08/2017 | 06/2018 |
| Student | Poughkeepsie | NY | 08/2016 | 12/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2020 | 12/2021 |
| Northwestern Mutual Investment Services Llc | Boca Raton | FL | 05/2021 | 12/2021 |
| Lpl Financial Llc | Sunrise | FL | 12/2021 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 01/2022 | Present |
1) 2026-01-21 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Financial Strategies Group - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-12-18 - 175hrs/mth - 135hrs/mth during trading 2) 2026-05-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) IFG ADVISORY, LLC - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2025-12-18 - 175hrs/mth - 135hrs/mth during trading 3) Fixed Insurance Licensed - Investment Related - Miami, FL - Fixed Insurance Licensed but not actively selling fixed insurance products - Insurance Agent - 0 hours per month devoted - 0 hours per month devoted during securities trading - maintain fixed insurance license. 4) Financial Strategies Group, Inc., Branch location(s), Investment Related, DBA for advisory services offered through IFG Advisory, LLC, Financial Advisor, 08/2026, IFG Advisory, LLC and Financial Strategies Group, Inc. are separate entities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-20 |
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