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Current Employers
Ifg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-02
NC RA APPROVED 2023-09-01
GA RA APPROVED 2016-12-05
  • FL RA
    APPROVED
    Since 2023-10-02
  • NC RA
    APPROVED
    Since 2023-09-01
  • GA RA
    APPROVED
    Since 2016-12-05

Branch Locations

Cashiers, NC • United States

Key Largo, FL • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Unique Atlanta Homes Inc Suwanee GA 02/2009 Present
Lpl Financial, Llc Duluth GA 07/2016 Present
Ifg Advisory, Llc Atlanta GA 11/2016 Present
  • 02/2009 → Present
    Unique Atlanta Homes Inc
    Suwanee, GA
  • 07/2016 → Present
    Lpl Financial, Llc
    Duluth, GA
  • 11/2016 → Present
    Atlanta, GA
Other Businesses

1. 7/11/2016: Wealth Horizon, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2016 - 160 Hours Per Month/8 Hours During Securities Trading - TIME SPENT 100%. 2. 7/11/2016: Unique Atlanta Homes, Inc. - Not Investment Related - Home Based - Other-Real Estate Renovator-Flipper - Started 01/01/2008 - 10 Hours Per Month/0 Hours During Securities Trading - Time Spent 5% - Owner, buy distressed homes, renovate them, and then list them with a real estate agent to sell them/flip them. 3. 11/29/2016: IFG Advisory, LLC - DBA: (Hybrid) Wealth Horizon - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/01/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 4. 11/29/2016: IFG Advisory, LLC - DBA: (Hybrid) IFG Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/01/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 5. 03/03/2017 - Integrated Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/10/2017 - 0 hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-03
S65 Uniform Investment Adviser Law Examination 1992-05-26
S63 Uniform Securities Agent State Law Examination 1986-04-23
  • S66 Uniform Combined State Law Examination
    2016-11-03
  • S65 Uniform Investment Adviser Law Examination
    1992-05-26
  • S63 Uniform Securities Agent State Law Examination
    1986-04-23
Other Names
  • Dan Miller

View on SEC IAPD

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