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5605 Glenridge Drive Suite 950, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2005-09-08 |
Branch Locations
5605 Glenridge Drive Suite 950, Atlanta, GA 30342 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dempsey Lord Smith, Llc | Rome | GA | 01/2014 | 11/2025 |
| Mccormack Financial Planning Inc | Atlanta | GA | 08/2005 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | 12/2025 |
| M.S. Howells & Co. | Scottsdale | AZ | 01/2026 | Present |
1. McCormack Financial Planning; Investment-Related- Yes; Atlanta, GA; Nature- Investment Advisor; Position/Title- President/Investment Adviser Representative/Chief Executive Officer/Chief Compliance Officer/CFP; Start date- 6.9.98; Approximately 160 hours per month, 160 during trading hours; Description- Financial planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-24 |
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