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RIA / WealthAdvisorCertified Financial Planner42 years in industry

MICHAEL ROSS LIPSEY

Advisor at HB WEALTH

ATLANTA, GA

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Search this name across graphsid dfx:ria:ef18df5b-f1d9-69e2-7e30-b7dce60c58ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 6, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HB WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 18, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 18, 1984
First registration: Dec 6, 2001
Dual registered: no
IAPD individual key: 1255589

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HB WEALTH	Independent wealth	Mar 9, 2026	n/a	yes	ATLANTA, GA	Current employment
LONGVIEW WEALTH MANAGEMENT	Independent wealth	Jul 2, 2008	Mar 3, 2026	no	ATLANTA, GA	Previous registration
CREATIVE FINANCIAL GROUP LTD	n/a	Oct 9, 2003	Jul 3, 2008	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
SYNOVUS SECURITIES, INC.	Bd affiliated wealth	Mar 18, 2003	Jul 3, 2008	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
CREATIVE FINANCIAL GROUP LTD	n/a	Dec 6, 2001	Oct 9, 2003	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LONGVIEW WEALTH MANAGEMENT	HB WEALTH	Mar 3, 2026	Mar 9, 2026	6	Firm change	RIA to RIA
SYNOVUS SECURITIES, INC.	CREATIVE FINANCIAL GROUP LTD	Jul 3, 2008	Oct 9, 2003	-1,729	Firm change after gap	Other
CREATIVE FINANCIAL GROUP LTD	LONGVIEW WEALTH MANAGEMENT	Jul 3, 2008	Jul 2, 2008	-1	Firm change	Other
CREATIVE FINANCIAL GROUP LTD	SYNOVUS SECURITIES, INC.	Oct 9, 2003	Mar 18, 2003	-205	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
136214:316731:GA:2026-03-03	Mar 3, 2026	Mar 9, 2026	ATLANTA, GA	Firm change

Relationships

Registered with (4)

→ HB WEALTHRegistered adviserregistration: current employment
Mar 9, 2026 to presentfactForm ADV
→ LONGVIEW WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 2, 2008 to Mar 3, 2026factForm ADV
→ CREATIVE FINANCIAL GROUP LTDRegistered adviserregistration: previous registration
Oct 9, 2003 to Jul 3, 2008factForm ADV
→ SYNOVUS SECURITIES, INC.Registered adviserregistration: previous registration
Mar 18, 2003 to Jul 3, 2008factForm ADV

Dated events

Occurred
Mar 3, 2026
Advisor changed firm
Michael Ross Lipsey left Longview Wealth Management for Hb Wealth (registered 2026-03-09)
Form ADVobserved 6 days ago