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Advisor at IFG ADVISORY, LLC
Raleigh, NC | ATLANTA, 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 | Aug 20, 2026 | n/a | yes | Raleigh, NC|ATLANTA, GA | Current employment |
| NATURAL INVESTMENTS | Independent wealth | Nov 6, 2025 | Jul 15, 2026 | no | WINDSOR, CA|Cary, NC|Morrisville, NC | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jul 23, 2024 | Jun 17, 2025 | no | CARY, NC | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 30, 2023 | May 21, 2024 | no | DURHAM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NATURAL INVESTMENTS | IFG ADVISORY, LLC | Jul 15, 2026 | Aug 20, 2026 | 36 | Firm change | RIA to RIA |
| CETERA INVESTMENT ADVISERS LLC | NATURAL INVESTMENTS | Jun 17, 2025 | Nov 6, 2025 | 142 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | CETERA INVESTMENT ADVISERS LLC | May 21, 2024 | Jul 23, 2024 | 63 | Firm change | Ibd to ibd |