Adviser and broker representative · Longview Wealth Management
Joel D. Greenway
CRD 7156822 · Madison, GA
At a glance
Joel D. Greenway is an investment adviser representative with Longview Wealth Management in Madison, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joel’s SEC record dates to 2020, about 6 years ago. Joel is also registered as a broker representative.
Current advisory firm
- Longview Wealth ManagementSince January 2020Madison, GA · $1.2B in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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