DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)44 years in industry

RONNIE PAUL MOODY

Advisor at IFG ADVISORY, LLC

ATLANTA, GA | Huntsville, AL

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:b181e093-c4ce-708e-1f93-00826c660fd6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 17, 1995 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: May 6, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 6, 1982
First registration: Aug 17, 1995
Dual registered: yes, broker-dealer
Other names: RON MOODY
IAPD individual key: 1002081

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	Dec 11, 2023	n/a	yes	ATLANTA, GA\|Huntsville, AL	Current employment
OAK TREE FINANCIAL SERVICES, LLC	Former SEC adviser	Apr 17, 2015	Dec 31, 2023	no	HUNTSVILLE, AL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 21, 2009	Jul 15, 2011	no	HUNTSVILLE, AL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 21, 2006	May 28, 2009	no	HUNTSVILLE, AL\|HUNTSVILLE, AL\|HUNTSVILLE, AL\|HUNTSVILLE, AL	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Aug 17, 1995	Feb 21, 2006	no	HUNTSVILLE, AL	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
OAK TREE FINANCIAL SERVICES, LLC	IFG ADVISORY, LLC	Dec 31, 2023	Dec 11, 2023	-20	Firm change	RIA to RIA
WELLS FARGO ADVISORS	OAK TREE FINANCIAL SERVICES, LLC	Jul 15, 2011	Apr 17, 2015	1,372	Firm change after gap	Wirehouse to RIA
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	May 28, 2009	May 21, 2009	-7	Firm change	Other
LEGG MASON WOOD WALKER, INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Feb 21, 2006	Feb 21, 2006	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
175281:168012:AL:2023-12-31	Dec 31, 2023	Dec 11, 2023	HUNTSVILLE, AL	Firm change

Relationships

Registered with (5)

→ IFG ADVISORY, LLCRegistered adviserregistration: current employment
Dec 11, 2023 to presentfactForm ADV
→ OAK TREE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 17, 2015 to Dec 31, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 21, 2009 to Jul 15, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 21, 2006 to May 28, 2009factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Aug 17, 1995 to Feb 21, 2006factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Ronnie Paul Moody left Oak Tree Financial Services, Llc for Ifg Advisory, Llc (registered 2023-12-11)
Form ADVobserved 6 days ago