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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

R. MARK SMITH

Advisor at IFG ADVISORY, LLC

ATLANTA, GA | Roswell, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8a79c070-ed3b-adc3-91ab-e1402e61397d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 19, 2005 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IFG ADVISORY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 10, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66|S65
First exam: Feb 10, 1995
First registration: May 19, 2005
Dual registered: yes, broker-dealer
Other names: RICHARD M SMITH|R. MARK SMITH|RICHARD MARK SMITH
IAPD individual key: 2554870

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IFG ADVISORY, LLC	Independent wealth	Jun 17, 2014	n/a	yes	ATLANTA, GA\|Roswell, GA	Current employment
IFG ADVISORY, LLC	Independent wealth	Jun 17, 2014	Aug 28, 2014	no	ATLANTA, GA	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Apr 29, 2014	Jun 20, 2014	no	MINNEAPOLIS, MN	Previous registration
USALLIANZ SECURITIES, INC.	n/a	May 19, 2005	Jun 16, 2006	no	ATLANTA, GA\|ATLANTA, GA\|DULUTH, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
QUESTAR ASSET MANAGEMENT, INC.	IFG ADVISORY, LLC	Jun 20, 2014	Jun 17, 2014	-3	Firm change	Other
USALLIANZ SECURITIES, INC.	QUESTAR ASSET MANAGEMENT, INC.	Jun 16, 2006	Apr 29, 2014	2,874	Bulk transfer	Other

Relationships

Registered with (3)

→ IFG ADVISORY, LLCRegistered adviserregistration: previous registration
Jun 17, 2014 to Aug 28, 2014factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 29, 2014 to Jun 20, 2014factForm ADV
→ USALLIANZ SECURITIES, INC.Registered adviserregistration: previous registration
May 19, 2005 to Jun 16, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a79c070-ed3b-adc3-91ab-e1402e61397d
First observed: May 19, 2005
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

R. MARK SMITH

Advisor at IFG ADVISORY, LLC

ATLANTA, GA | Roswell, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8a79c070-ed3b-adc3-91ab-e1402e61397d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

IFG ADVISORY, LLC

Independent wealth

Jun 17, 2014

n/a

yes

ATLANTA, GA|Roswell, GA

Current employment

IFG ADVISORY, LLC

Independent wealth

Jun 17, 2014

Aug 28, 2014

ATLANTA, GA

Previous registration

QUESTAR ASSET MANAGEMENT, INC.

Former SEC adviser

Apr 29, 2014

Jun 20, 2014

MINNEAPOLIS, MN

Previous registration

USALLIANZ SECURITIES, INC.

n/a

May 19, 2005

Jun 16, 2006

ATLANTA, GA|ATLANTA, GA|DULUTH, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

QUESTAR ASSET MANAGEMENT, INC.

IFG ADVISORY, LLC

Jun 20, 2014

Jun 17, 2014

-3

Firm change

Other

USALLIANZ SECURITIES, INC.

QUESTAR ASSET MANAGEMENT, INC.

Jun 16, 2006

Apr 29, 2014

2,874

Bulk transfer

Other