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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-07-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 12/2017 | 11/2018 |
| National Financial Services Group | Atlanta | GA | 09/2017 | 11/2018 |
| Home Depot | Sandy Springs | GA | 03/2014 | 08/2017 |
| Ifg Advisory, Llc | Atlanta | GA | 01/2019 | Present |
| Lpl Financial, Llc | Atlanta | GA | 01/2019 | Present |
1. 10/25/2019 - DBA for LPL Business (entity for LPL business) - Integrated Financial Group, LLC - Investment Related - Atlanta, GA 2. 10/31/2019 - IFG Advisory, LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:1/10/2019 - 160 hrs/mo - 160 hrs during trading - IAR - I provide administrative support to IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 01/2019. 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. 3. 3/10/2021 - Coldwell Banker Referral Corporation - Investment Related - Coldwell Banker Realty - Perimeter, 5591 Chamblee Dunwoody Road, Building 1300, Dunwoody, GA 30338 - Mortgage/Real Estate Services - Started 03/01/2021 - 0 Hours Per Month - Real Estate Brokers License in the State of Georgia.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-25 |
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