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Michael Ross Lipsey

Hb Wealth

Atlanta, GA

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Current Employers
Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-09
  • GA RA
    APPROVED
    Since 2026-03-09

Branch Locations

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • 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 07/2008 12/2022
Longview Wealth Management Atlanta GA 07/2008 Present
Previous Registrations
  • 2008-07-02 → 2026-03-03
    Longview Wealth Management
    Atlanta, GA
  • 2003-03-18 → 2008-07-03
    Synovus Securities, Inc.
    Atlanta, GA
    Atlanta, GA
  • 2003-10-09 → 2008-07-03
    Creative Financial Group Ltd
    Atlanta, GA
    Atlanta, GA
  • 2001-12-06 → 2003-10-09
    Creative Financial Group Ltd
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-04
S63 Uniform Securities Agent State Law Examination 1984-04-18
  • S66 Uniform Combined State Law Examination
    2004-08-04
  • S63 Uniform Securities Agent State Law Examination
    1984-04-18
Designations

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.
JEFFERIES INVESTMENT ADVISERS LLC

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA
EQUITY SERVICES, INC. · ATLANTA, GA

More in Atlanta, GA

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