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HELEN MORGAN DONAHUE
HELEN M DONAHUE, HELEN M MORGAN, HELEN MARIE MORGAN
CRD#: 2157189
IA
Investment Adviser
MONTAGCRD#: 105756 200 GALLERIA PARKWAY
SUITE 1450
ATLANTA, GA 30339
Registration History
2002200420062008201020122014201620182020202220242026IAMONTAG (CRD# 105756)2020 - Present (4 years)IAMONTAG & CALDWELL, LLC (CRD# 104841)2002 - 2020 (18 years)
License(s)

State Registrations

IA
Georgia 12/11/2020

IA
Texas 12/1/2021

Current Registration(s)
IA
MONTAG (CRD#:105756)
200 GALLERIA PARKWAY SUITE 1450, ATLANTA, GA 30339
Registered with this firm since 12/11/2020

Previous Registration(s)
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IA
06/06/2002 - 11/18/2020 MONTAG & CALDWELL, LLC (CRD#:104841) ATLANTA, GA
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.