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5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2005-10-07 |
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 |
|---|---|---|---|---|
| Longview Wealth Management | Atlanta | GA | 10/2005 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2007 | 12/2022 |
| M. S. Howells & Co | Scottsdale | AZ | 01/2023 | 12/2024 |
1) JAN 1990; INDEPENDENT INSURANCE AGENT, ATLANTA, GA; NON INVESTMENT RELATED; INSURANCE SALES DEVOTE 1 HR/MONTH DURING MARKET HOURS. 2) OCT 2005; LONGVIEW WEALTH MANAGEMENT, ATLANTA, GA; INVESTMENT RELATED; RIA; FINANCIAL ADVISOR; DEVOTE 150 HRS/MONTH DURING MARKET HOURS. 3) JUNE 2016; INMAN PARK UNITED METHODIST CHURCH, CHURCH STEWARDSHIP CHAIR, ATLANTA, GA; NON INVESTMENT RELATED; ,DEVOTE 3 HRS/MONTH, 1 HR/MONTH DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-08-24 |
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