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5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-09-07 |
Branch Locations
5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2013 | 12/2022 |
| Longview Wealth Management | Atlanta | GA | 09/2012 | Present |
| Longview Wealth Management | Atlanta | GA | 08/2017 | Present |
| M. S. Howells & Co | Scottsdale | AZ | 01/2023 | Present |
SEPT 2012; LONGVIEW WEALTH MANAGEMENT, ATLANTA GA; INVESTMENT RELATED; ADVISORY SERVICES; FINANCIAL ADVISOR; FINANCIAL PLANNING &PORTFOLIO MANAGEMENT; DEVOTE 160 HRS/MONTH DURING MARKET HOURS FEB 2013; GA LIFE INSURANCE, ATLANTA, GA; LIFE INSURANCE; INSURANGAGENT; INSURANCE; DEVOTE 1 HR/MONTH DURING MARKET HOURS. JAN 2023; MS HOWELLS & CO; ATLANTA, GA, INVESTMENT RELATED; REGISTERED REPRESENTATIVE; 120/HRS/MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-07 |
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