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5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M.S. Howells & Co. | Scottsdale | AZ | 05/2026 | Present |
| Cambridge Investment Research | Fairfield | IA | 08/2019 | 12/2022 |
| Cambridge Investment Research | Fairfield | IA | 02/2019 | 12/2022 |
| Fineline Technologies | Norcross | GA | 11/2016 | 02/2019 |
| University Of Georgia | Athens | GA | 08/2012 | 11/2016 |
| Longview Wealth Management | Columbus | GA | 02/2022 | Present |
1. Longview Wealth Management; Investment-related- Yes; Scottsdale, AZ; Nature- Financial planning, investment advice, and portfolio management; Position/Title- Operations & Compliance Associate; Start date- 2.25.19; Approximately 160 hours per month, 160 during trading hours; Description- Client services, back office operations
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-06 |
| S66 | Uniform Combined State Law Examination | 2020-02-26 |
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