Heather Sue Hoch

Current Employers

Ifg Advisory, Llc

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2021-10-19

GA RA
APPROVED

Since 2021-10-19

Branch Locations

502 Gloucester Street Suite 204, Brunswick, GA 31520 • United States

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

Dahlonega, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jefferson City Schools	Jefferson	GA	11/2011	07/2017
One Wealth, Llc	Atlanta	GA	08/2017	09/2021
Onewealth Investment Management, Llc	Loganville	GA	01/2018	09/2021
Ifg Advisory, Llc D/B/A Stark Financial Strategies	Atlanta	GA	09/2021	Present

11/2011 → 07/2017

Jefferson City Schools

Jefferson, GA
08/2017 → 09/2021

One Wealth, Llc

Atlanta, GA
01/2018 → 09/2021

Onewealth Investment Management, Llc

Loganville, GA
09/2021 → Present

Ifg Advisory, Llc D/B/A Stark Financial Strategies

Atlanta, GA

Previous Registrations

2018-02-15 → 2022-04-01

Onewealth Investment Management, Llc

Loganville, GA

Other Businesses

12/19/2022 - Accident & Sickness, Life insurance - non-investment related - 32 Hyalite Road E, Dahlonega, GA30533 - insurance agent - 10 hrs/month - 10 hrs/month during trading - sales and client education for insurance products

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-02-14

S65 Uniform Investment Adviser Law Examination

2018-02-14

Other Names

Heather S Burkholder

View on SEC IAPD

Current Employers

Ifg Advisory, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews