DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Gregory Scott Bennett

Ifg Advisory, LLCindependent RIAAtlanta, Ga dual registrantIAPD 2713886

Feed of 09/14/2026

Also filed as Greg S. Bennett

At current firm

3 y

since Apr 10, 2023

In the industry

30 y

since Apr 19, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ifg Advisory, LLC independent RIA current
since Apr 10, 2023 · Atlanta, Ga
Merit Financial Advisors BD affiliated
Jun 23, 2017 to Apr 10, 2023 · Davidson, Nc
Private Portfolio Partners, LLC former
Feb 19, 2014 to Jun 23, 2017 · Davidson, Nc
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Jul 1, 2013 · Davidson, Nc
A. G. Edwards & Sons, Inc. unclassified
Apr 5, 2004 to Jan 1, 2008 · Huntersville, Nc

Moves

a registration end followed by a registration begin elsewhere

Merit Financial Advisors to Ifg Advisory, LLC
left Apr 10, 2023, registered Apr 10, 2023 (0 days) · RIA to RIA
Private Portfolio Partners, LLC to Merit Financial Advisors
left Jun 23, 2017, registered Jun 23, 2017 (0 days) · Other
Wells Fargo Advisors to Private Portfolio Partners, LLC
left Jul 1, 2013, registered Feb 19, 2014 (233 days) · Other
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Gregory Scott Bennett left Merit Financial Advisors for Ifg Advisory, Llc (registered 2023-04-10)
Apr 10, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address