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Investment Adviser Firm Summary

IFG ADVISORY, LLC (CRD# 168012 / SEC# 801-80184)
Alternate Names: ALETHEIA ADVISORY SERVICES, LLC , ATLANTA RETIREMENT PARTNERS , BALANCE WEALTH PARTNERS, LLC , CAROLINA PLANNING CONSULTANTS, LLP , CLOUD FAMILY WEALTH MANAGEMENT , COLLINS WEALTH MANAGEMENT , DH CHRISTOPHER WEALTH MANAGEMENT , ENVISION WEALTH PARTNERS , FINANCIAL STRATEGIES GROUP, INC. , GARY ALPERT & ASSOCIATES , HEALY WEALTH MANAGEMENT , HIGHLAND TRUST PARTNERS , IFG ADVISORY , IFG ADVISORY, LLC , INTEGRATED FINANCIAL GROUP , INTEGRATED FINANCIAL PARTNERS , JAEGER CAPITAL MANAGEMENT, LLC , JOHNS CREEK WEALTH MANAGEMENT , LEGACY CAPITAL ADVISORS, LLC , LINEA PRIVATE WEALTH MANAGEMENT , MADISON FINANCIAL & ASSOCIATES , MAGNOLIA FINANCIAL GROUP , MARATHON FINANCIAL STRATEGIES , MILESTONE INVESTMENT MANAGEMENT , MORRIS SHANK WEALTH MANAGEMENT , NATCHEZ WEALTH MANAGEMENT , NIDA FINANCIAL GROUP, INC. , NORTH GEORGIA WEALTH MANAGEMENT GROUP , PANOPTIC CAPITAL MANAGEMENT , PINNACLE WEALTH MANAGEMENT, LLC , R.M. SMITH & ASSOCIATES , REBEKAH J FERO CFP LLC , RWM WEALTH MANAGEMENT LLC , SOVEREIGN INVESTMENT GROUP , SQUIRE ASSET MANAGEMENT , STRONG GADDY LEE WEALTH MANAGEMENT GROUP, LLC , WEALTH HORIZON , WEALTHPOINT INVESTMENT MANAGEMENT , WHB WEALTH MANAGEMENT GROUP, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 08/15/2014
Georgia Terminated 08/28/2014

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 01/30/2015
Alaska 03/16/2017
Arizona 01/03/2018
California 01/30/2015
Connecticut 06/14/2016
Florida 01/30/2015
Georgia 09/11/2014
Illinois 06/22/2016
Indiana 01/03/2018
Louisiana 01/30/2015
Maine 01/03/2018
Maryland 03/16/2017
Massachusetts 01/03/2018
Michigan 01/12/2016
Mississippi 08/28/2014
Missouri 03/16/2017
Nebraska 01/12/2016
New Hampshire 01/03/2018
New Jersey 06/24/2016
New York 01/12/2016
North Carolina 08/26/2014
Ohio 01/12/2016
Oregon 01/03/2018
Pennsylvania 01/30/2015
South Carolina 12/18/2014
Tennessee 01/30/2015
Texas 01/30/2015
Virginia 09/30/2015
Washington 01/12/2016
Wisconsin 01/12/2016

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