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Current Employers
Longview Wealth Management

5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-09-07
  • GA RA
    APPROVED
    Since 2017-09-07

Branch Locations

5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • 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
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
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-06-07
  • S63 Uniform Securities Agent State Law Examination
    2013-06-07
Designations
Other Names
  • Sara Ann Foresman

View on SEC IAPD

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