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Current Employers
Longview Financial Advisors, Llc

Bernardsville, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-13
NJ RA APPROVED 2026-05-13
TX RA APPROVED 2018-05-18
  • CA RA
    APPROVED
    Since 2026-05-13
  • NJ RA
    APPROVED
    Since 2026-05-13
  • TX RA
    APPROVED
    Since 2018-05-18

Branch Locations

Bernardsville, NJ • United States

4040 Civic Center Drive Suite 200 Pmb #3420, San Rafael, CA 94903 • 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
Marin Financial Advisors Llc Larkspur CA 10/2005 12/2017
Longview Financial Advisors, Llc San Rafael CA 01/2018 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-05-03
  • S63 Uniform Securities Agent State Law Examination
    1995-05-03
Designations

View on SEC IAPD

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