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5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-01-31 |
Branch Locations
153 West Washington Street, Madison, GA 30650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research | Fairfield | IA | 08/2019 | 12/2022 |
| Cambridge Investment Research | Fairfield | IA | 08/2019 | 12/2022 |
| Bank Of Madison | Madison | GA | 06/2016 | 07/2019 |
| Longview Wealth Management | Atlanta | GA | 01/2020 | Present |
| M. S. Howells & Co. | Scottsdale | AZ | 01/2023 | Present |
1) AUG 2019; LONGVIEW WEALTH MANAGEMENT, MADISON, GA; INVESTMENT RELATED; INVESTMENT ADVISORY; FINANCIAL ADVISOR; DEVOTE 80HRS/MONTH DURING MARKET HOURS. 2) JAN 2023; MS HOWELLS & CO; ATLANTA, GA, INVESTMENT RELATED; REGISTERED REPRESENTATIVE; 120/HRS/MONTH DURING MARKET HOURS 3) Independent Insurance Agent for Various Insurance companies; Investment related- Yes; 153 W. Washington St. Madison GA 30650; Nature- Insurance agent; Position/Title- Insurance Agent; Start date- 7.30.2020; Approximately 40 hours per month, 40 hours during trading hours; Description- selling insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-29 |
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