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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-29 |
Branch Locations
605 Green Street, Gainesville, GA 30501 • 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 | Gainesville | GA | 10/2023 | Present |
| Unemployed | Atlanta | GA | 04/2022 | 11/2023 |
| Citibank | Atlanta | GA | 04/2013 | 04/2022 |
| Ifg Advisory, Llc D/B/A Sgl Wealth Management | Gainesville | GA | 11/2023 | Present |
1- 01/02/2025 / SGL Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) / Start date: 11/1/2023 160 hrs mth / 8 hrs during trading 2- 01/17/2025- IFG Advisory, LLC- Registered Investment Advisor Hybrid- Admin- Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 160 hours per month/ 8 hours during trading - I provide administrative support to IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 11/2023. 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 | 2025-07-03 |
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