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Advisor at IFG ADVISORY, LLC
ATLANTA, GA | Johns Creek, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IFG ADVISORY, LLC | Independent wealth | Nov 4, 2015 | n/a | yes | ATLANTA, GA|Johns Creek, GA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 24, 2009 | Nov 4, 2015 | no | ALPHARETTA, GA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | May 16, 2006 | Oct 2, 2009 | no | ATLANTA, GA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Aug 3, 2005 | May 10, 2006 | no | ATLANTA, GA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 31, 2003 | Aug 4, 2005 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | IFG ADVISORY, LLC | Nov 4, 2015 | Nov 4, 2015 | 0 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 2, 2009 | Sep 24, 2009 | -8 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | UBS FINANCIAL SERVICES INC. | May 10, 2006 | May 16, 2006 | 6 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY & CO. LLC | Aug 4, 2005 | Aug 3, 2005 | -1 | Firm change | Other |