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Advisor at IFG ADVISORY, LLC
Marietta, GA | 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 | May 19, 2017 | n/a | yes | ATLANTA, GA|Marietta, GA | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Aug 30, 2016 | May 23, 2017 | no | MARIETTA, GA|ACWORTH, GA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | May 5, 2010 | Dec 31, 2016 | no | KENNESAW, GA|MARIETTA, GA|KENNESAW, GA|KENNESAW, GA|MARIETTA, GA|ATLANTA, GA|DALLAS, GA|MARIETTA, GA|DALLAS, GA|MARIETTA, GA|ACWORTH, GA|MARIETTA, GA|MARIETTA, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 23, 2006 | May 4, 2010 | no | ROSWELL, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Apr 17, 2003 | Apr 1, 2006 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | IFG ADVISORY, LLC | May 23, 2017 | May 19, 2017 | -4 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Aug 30, 2016 | -123 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | SUNTRUST INVESTMENT SERVICES, INC. | May 4, 2010 | May 5, 2010 | 1 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | WELLS FARGO ADVISORS | Apr 1, 2006 | Mar 23, 2006 | -9 | Firm change | Other |