DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner10 years in industry

CODY MATTHEW LEWALLEN

Advisor at IFG ADVISORY, LLC

Mooresville, NC | ATLANTA, 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:ac39771f-04d0-a706-cc45-986883bfc8a8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Oct 30, 2018 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: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Oct 30, 2018
First registration: Oct 30, 2018
Dual registered: no
IAPD individual key: 6984151

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	Mar 13, 2026	n/a	yes	ATLANTA, GA\|Mooresville, NC	Current employment
MMA ASSET MANAGEMENT LLC	Mixed wealth	Jan 22, 2025	Nov 21, 2025	no	Charlotte, NC\|CONSHOHOCKEN, PA	Previous registration
MMA SECURITIES LLC	No RAUM reported	Jan 17, 2024	Nov 21, 2025	no	Charlotte, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 30, 2018	Jan 19, 2022	no	GREENSBORO, NC	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
MMA ASSET MANAGEMENT LLC	IFG ADVISORY, LLC	Nov 21, 2025	Mar 13, 2026	112	Firm change	RIA to RIA
MMA SECURITIES LLC	MMA ASSET MANAGEMENT LLC	Nov 21, 2025	Jan 22, 2025	-303	Firm change after gap	Other
LPL FINANCIAL LLC	MMA SECURITIES LLC	Jan 19, 2022	Jan 17, 2024	728	Firm change after gap	Other

Relationships

Registered with (4)

→ IFG ADVISORY, LLCRegistered adviserregistration: current employment
Mar 13, 2026 to presentfactForm ADV
→ MMA ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 22, 2025 to Nov 21, 2025factForm ADV
→ MMA SECURITIES LLCRegistered adviserregistration: previous registration
Jan 17, 2024 to Nov 21, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 30, 2018 to Jan 19, 2022factForm ADV

Dated events

Occurred
Nov 21, 2025
Advisor changed firm
Cody Matthew Lewallen left Mma Asset Management Llc for Ifg Advisory, Llc (registered 2026-03-13)
Form ADVobserved 6 days ago
Occurred
Nov 21, 2025
Advisor changed firm
Cody Matthew Lewallen left Mma Securities Llc for Mma Asset Management Llc (registered 2025-01-22)
Form ADVobserved 6 days ago
Occurred
Jan 19, 2022
Advisor changed firm
Cody Matthew Lewallen left Lpl Financial Llc for Mma Securities Llc (registered 2024-01-17)
Form ADVobserved 6 days ago