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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-23 |
| NC | RA | APPROVED | 2016-01-15 |
Branch Locations
323 Coddle Market Drive, Nw, Suite 130, Concord, NC 28027 • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Huntersville | NC | 06/2001 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 01/2016 | Present |
| Carolina Planning Consultants, Llp | Concord | NC | 01/1995 | Present |
1. 6/28/2006 - DBA ONLY - CAROLINA PLANNING CONSULTANTS, LLP - CONCORD, NC. 2. 11/7/2012 - NON-VARIABLE INSURANCE DBA - CAROLINA PLANNING CONSULTANTS, LLP - WRITE FIXED, NON-VARIABLE INSURANCE PRODUCTS. - TIME SPENT 15% - CONCORD, NC 3. 12/11/2015 * 12/11/2015 * DBA for LPL Business (entity for LPL business) * Integrated Financial Group * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 12/16/2015 * 80 HRS/MO; 40 HRS/MO DURING SECS TRDG HRS. 4. 02/01/2016 * IFG Advisory, LLC * Registered Investment Advisor Hybrid * (Hybrid) IFG Advisory, LLC * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 12/16/2015 * 80 HRS/MO; 40 HRS/MO DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-08 |
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