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Detailed Report
KIRK LICATA
CRD#: 5790984
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Investment Adviser
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Previous Broker
LONGVIEW WEALTH MANAGEMENTCRD#: 136214 5605 GLENRIDGE DRIVE
SUITE 300
ATLANTA, GA 30342
Registration History
20122014201620182020202220242026IALONGVIEW WEALTH MANAGEMENT (CRD# 136214)2012 - Present (12 years)BCAMBRIDGE INVESTMENT RESEARCH,... (CRD# 39543)2012 - 2022 (10 years)BMUTUAL OF OMAHA INVESTOR SERVI... (CRD# 611)2012 - 2012 (<1 year)
License(s)

State Registrations

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Georgia 12/10/2012
Current Registration(s)
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LONGVIEW WEALTH MANAGEMENT (CRD#:136214)
5605 GLENRIDGE DRIVE SUITE 300, ATLANTA, GA 30342
Registered with this firm since 12/10/2012
Previous Registration(s)
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 10/05/2012 - 12/31/2022 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) ATLANTA, GA
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 04/27/2012 - 10/09/2012 MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CRD#:611) ATLANTA, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.