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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-01-06 |
| TX | RA | APPROVED_RES | 2023-01-05 |
| GA | RA | APPROVED | 2021-09-02 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Deerfield Corporate Center 1 13010 Morris Rd, Suite 600, Alpharetta, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Choice Financial Services | Greensboro | GA | 04/2017 | 08/2021 |
| Northside Hospital | Sandy Springs | GA | 03/2013 | 08/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 10/2019 |
| Ccf Investments, Inc. | Greensboro | GA | 04/2017 | 06/2017 |
| Ifg Advisory, Llc | Atlanta | GA | 08/2021 | Present |
| Core Cap Advisors | Southfield | MI | 11/2019 | 08/2021 |
| Core Cap Investments, Llc | Southfield | MI | 11/2019 | 08/2021 |
1) Clear Blue Wealth, investment related, Roswell Georgia, d/b/a name for IFG Advisory, LLC, Founding Partner, start date 08/2021, hrs/month-140 trading hrs/month-140, wealth advisor 2) Darrin Bearden, investment related, Roswell Georgia, insurance sales, start date 08/2021, hrs/mo-20 trading hrs/mo-20, sales of insurance and fixed annuities 3) Clear Blue Wealth, Insurance Agency, investment related, start date 1/27/2022, Founding Partner, Buford Georgia, 20 hrs/month-20 hours trading/month, insurance agent selling insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-08 |
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