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5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-08-01 |
| GA | RA | APPROVED | 2015-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longview Wealth Management | Atlanta | GA | 01/2015 | Present |
| Cambridge Investment Research Inc | Fairfield | IA | 01/2015 | 12/2022 |
| M. S. Howells & Co. | Scottsdale | AZ | 01/2023 | Present |
1) JAN 2015; LONGVIEW WEALTH MANAGEMENT, MADISON, GA; INVESTMENT RELATED; INVESTMENT MANAGEMENT/FINANCIAL PLANNING; FINANCIAL ADVISOR; DEVOTE 160 HRS/MONTH DURING MARKET HOURS. . 2) JAN 2023; MS HOWELLS & CO; ATLANTA, GA, INVESTMENT RELATED; REGISTERED REPRESENTATIVE; 40/HRS/MONTH DURING MARKET HOURS 3) 5/2002; INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, MADISON, GA; DEVOTE 10 HR/WEEK DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-04 |
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