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Investment Adviser Firm Summary

IFS ADVISORY, LLC (CRD# 154680 / SEC# 801-77380)
Alternate Names: ADVANCED ASSET SOLUTIONS, LLC , ADVANCED FINANCIAL CONCEPTS, INC. , ARBOR WEALTH MANAGEMENT , ARNETT FINANCIAL SERVICES GROUP, LLC , BRENNAN FRANCIS , BRYAN EDWARDS WEALTH MANAGEMENT , CORTO FINANCIAL GROUP, LLC , DEEMER WEALTH MANAGEMENT, LLC , FERIS FINANCIAL, LLC , GREEN STREET WEALTH ADVISORY , IFS ADVISORY, LLC , PRO FINANCIAL GROUP, LLC , RCA ADVISORY SERVICES, LLC , RNL FINANCIAL, LLC , SANTA FE WEALTH ADVISORS , SHEBAR FINANCIAL, LLC , SMITH BERNSTEIN , SUMMIT ROCKWALL WEALTH MANAGERS

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 12/04/2012
Arkansas Terminated 12/31/2012
California Terminated 12/31/2012
Colorado Terminated 01/03/2013
Florida Terminated 12/31/2012
Georgia Terminated 12/03/2013
Indiana Terminated 12/31/2012
Maryland Terminated 12/31/2012
Missouri Terminated 08/19/2014
Nevada Terminated 12/31/2012
New Jersey Terminated 01/02/2013
New Mexico Terminated 12/31/2012
North Carolina Terminated 12/31/2012
Pennsylvania Terminated 12/31/2012
Puerto Rico Terminated 12/31/2012
Tennessee Terminated 12/31/2012
Texas Terminated 12/03/2013
Utah Terminated 12/31/2012
Virginia Terminated 12/31/2012
West Virginia Terminated 12/31/2012

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 06/26/2015
Arizona 08/08/2013
Arkansas 01/02/2013
California 01/02/2013
Colorado 01/02/2013
Connecticut 10/21/2015
Delaware 05/13/2014
Florida 01/03/2013
Georgia 01/02/2013
Idaho 09/24/2015
Illinois 03/11/2013
Indiana 01/02/2013
Iowa 06/10/2015
Kansas 01/06/2014
Kentucky 02/04/2015
Louisiana 05/12/2015
Maine 02/04/2015
Maryland 01/02/2013
Massachusetts 09/24/2015
Michigan 02/12/2013
Minnesota 04/02/2014
Missouri 01/02/2013
Montana 11/17/2014
Nevada 01/02/2013
New Hampshire 12/04/2015
New Jersey 01/11/2013
New Mexico 01/02/2013
New York 01/02/2013
North Carolina 01/02/2013
Ohio 02/04/2015
Oklahoma 08/24/2013
Oregon 12/16/2014
Pennsylvania 01/02/2013
Puerto Rico 01/02/2013
Rhode Island 12/04/2015
South Carolina 06/10/2015
Tennessee 01/02/2013
Texas 01/02/2013
Utah 01/02/2013
Virginia 01/02/2013
Washington 09/24/2015
West Virginia 01/02/2013
Wisconsin 05/13/2014

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser