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5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-02-26 |
| GA | RA | APPROVED | 2005-10-07 |
Branch Locations
5605 Glenridge Drive Suite 300, 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 |
|---|---|---|---|---|
| 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 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, ATLANTA, GA; DEVOTE 1 HR/MONTH DURING MARKET HOURS. 2) MAY 1985; LONGVIEW WEALTH MANAGEMENT, ATLANTA, GA; INVESTMENT RELATED ; RIA; CEO; DEVOTE 120 HRS/MONTH DURING MARKET HOURS 3) 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 | 1984-02-03 |
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