SM
S R. Markham
MH WEALTH MANAGEMENT
Alpharetta, GA 30005
Some features on this profile are disabled
CRD#: 5064180
SM
Professional summary
S Reid Markham III, CFP®, who also goes by Reid Markham III, Reid Markham, S Reid Markham III Iii, S Reid Markham Iii, is a registered financial advisor currently at MH WEALTH MANAGEMENT located in Alpharetta, Georgia and CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Alpharetta, Georgia.
S is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. S has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Reid Markham Iii | Reid Markham | S Reid Markham Iii Iii | S Reid Markham Iii
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MH WEALTH MANAGEMENT, LLC, 3180 North Point Parkway, Suite 107, Alpharetta GA 30005, United States, 06/09/2025, Owner, RIA Affiliation, NIR, 20 HR/MO - 10 HR/MO TRADING 2. MH BENEFITS, LLC, 3180 North Point Parkway, Suite 107, Alpharetta GA 30005, United States, 06/09/2025, Owner, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 1 HR/MO TRADING 3. MARKHAM & HODGES PROPERTIES, LLC., 3180 North Point Parkway, Suite 107, Alpharetta GA 30005, United States, 06/09/2025, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 06/2025 5. SJJ HOLDINGS, LLC, 3180 North Point Pkwy, Suite 107, Alpharetta GA 30005, United States, 09/19/2025, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view S Reid Markham III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
August 17, 2020 - Present
MH WEALTH MANAGEMENT
Office #1: 3180 North Point Parkway Suite 107, Alpharetta, GA 30005RIA
CRD#: 310248
Alpharetta, GA
Current
June 9, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 3180 North Point Pkwy Suite 107, Alpharetta, GA 30005RIA
CRD#: 134139
Alpharetta, GA
Current
June 9, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 3180 North Point Pkwy, Suite 107, GA 30005BD
CRD#: 39543
Suite 107, GA
Past
May 4, 2016 - June 9, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Alpharetta, GA
Past
April 29, 2016 - June 9, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Alpharetta, GA
Past
August 30, 2007 - May 4, 2016
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ATLANTA, GA
Past
January 18, 2006 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
ATLANTA, GA
Past
January 18, 2006 - May 4, 2016
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/9/2025)
RR
California(6/9/2025)
RR
Connecticut(6/9/2025)
RR
Delaware(6/9/2025)
RR
Florida(6/9/2025)
IAR
Georgia(10/13/2020)
RR
Georgia(6/9/2025)
RR
Kentucky(6/9/2025)
RR
Louisiana(6/9/2025)
RR
Maryland(6/9/2025)
RR
Missouri(6/9/2025)
RR
New York(6/9/2025)
RR
North Carolina(6/13/2025)
RR
Ohio(6/9/2025)
RR
South Carolina(6/9/2025)
IAR
Texas(8/17/2020)
RR
Texas(6/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
