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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-01 |
Branch Locations
1077 Baxter Street Suite 600, Athens, GA 30606 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Athens | GA | 04/2018 | Present |
| University Of North Georgia | Watkinsville | GA | 06/2015 | 03/2018 |
| University Of North Georgia | Watkinsville | GA | 06/2014 | 12/2016 |
| University Of Georgia | Athens | GA | 01/2017 | 05/2019 |
| Lpl Financial Llc | Athens | GA | 04/2018 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 05/2019 | Present |
1) 05/31/2024 - Highland Trust Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 06/24/2024 - IFG Advisory, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Registered Admin - Started: 5/13/2019 - 160 Hrs/Mo; 40 Hrs During Trading - I provide administrative support to IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 05/2019. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
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