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5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-12 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 08/2018 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 08/2018 | Present |
| Longview Wealth Management | Madison | GA | 10/2017 | Present |
| Skc Inc. | Covington | GA | 05/2015 | 10/2017 |
| M.S. Howells & Co | Scottsdale | AZ | 07/2024 | Present |
1) Longview Wealth Management Inc; Investment related- Yes; Atlanta, GA; Nature- RIA; Position/Title- Director of accounting; Start date 10.30.17; Approximately 40 hours per month, 6 hours during trading hours; Description- Accounting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-03 |
| S65 | Uniform Investment Adviser Law Examination | 2026-03-11 |
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