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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-08-28 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
500 Sawgrass Corporate Parkway Suite 100, Sunrise, FL 33325 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dmi | Hingham | MA | 01/2008 | Present |
| Lpl Financial, Llc | Weston | FL | 08/2011 | Present |
| Ifg Advisory, Llc D/B/A Financial Strategies Group, Inc. | Sunrise | FL | 08/2017 | Present |
| Financial Strategies Group, Inc. | Weston | FL | 11/2003 | Present |
1. 06/06/2011 - Integrated Financial Group - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION(S) - 20% TIME SPENT 2. 06/06/2011 - EFS Group/Cincinatti Life - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - WRITING NEW FIXED BUSINESS. TERM LIFE, LTC, AND FIXED ANNUITY - 2% TIME SPENT 3. 06/06/2011 - DMI - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION(S) - Fixed business and life insurance. - 5% TIME SPENT 4. 06/06/2011 - COMMONWEALTH ANNUITY AND LIFE - VA TRAILS - INV REL - AT REPORTED BUSINESS LOCATION(S) - OLD ALLMERICA VARIABLE ANNUITIES THAT WERE BOUGHT BY COMMONWEALTH - 1% TIME SPENT 5. 09/21/2011 - FINANCIAL STRATEGIES GROUP - DBA for LPL Business (entity for LPL business) - INV REL- AT REPORTED BUSINESS LOCATION(S) 6. 8/12/2015: THE NATIONAL BENEFITS CORPORATION - Non-Variable Insurance - INV REL - START 07/16/2015 - 1525 N. Park Drive, Suite 104 Weston, Florida 33326 - sell life, health, disability, Long term care through third part marketing firm - 2 HR/MO, 2 DURING SECS TRDG HRS - Non-Variable Insurance. 7. 10/12/2017 - Financial Strategies Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2003 - 40 Hours Per Month/0 Hours During Securities Trading. 8. 10/26/2017 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/28/2017 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity on 10/10/2017. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firms 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. 9. 09/13/2021 - No Business Name - Investment Related - Tavernier, FL 33070 - Real Estate Rental - Start Date: 06/01/2021 - 4 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-08 |
| S65 | Uniform Investment Adviser Law Examination | 1996-05-20 |
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