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Current Employers
Mccormack Financial Planning Inc.

5605 Glenridge Drive Suite 950, Atlanta, GA 30342 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2005-09-08
  • GA RA
    APPROVED
    Since 2005-09-08

Branch Locations

5605 Glenridge Drive Suite 950, Atlanta, GA 30342 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dempsey Lord Smith, Llc Rome GA 01/2014 11/2025
Mccormack Financial Planning Inc Atlanta GA 08/2005 Present
Cambridge Investment Research, Inc. Fairfield IA 11/2025 12/2025
M. S. Howells & Co. Scottsdale AZ 01/2026 Present
  • 01/2014 → 11/2025
    Dempsey Lord Smith, Llc
    Rome, GA
  • 08/2005 → Present
    Atlanta, GA
  • 11/2025 → 12/2025
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2026 → Present
    M. S. Howells & Co.
    Scottsdale, AZ
Other Businesses

1. McCormack Financial Planning; Investment Related- Yes; Atlanta, GA; Nature- Financial Planning; Position/Title- Investment Adviser Representative; Start date- 6.9.98; Approximately 160 hours per month, 160 during trading hours; Description- Financial planning for clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-28
  • S66 Uniform Combined State Law Examination
    2004-10-28
Other Names
  • Linda Rose Miner

View on SEC IAPD

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