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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-27 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belay Group, Llc | Baltimore | MD | 04/2014 | 03/2020 |
| Asset Strategy Consultants, Llc | Hunt Valley | MD | 04/2020 | 02/2025 |
| Hb Wealth Management, Llc | Towson | MD | 02/2025 | Present |
JOSIE KING FOUNDATION; CO-FOUNDER- NON-PROFIT- 501C-3- BOARD MEMBER SINCE 2002; 1-5 HOURS PER MONTH DURING BUSINESS OR NON-BUSINESS HOURS; NO COMPENSATION; JOSIEKING.ORG SMART PATIENTS; MEMBER OF BOARD OF DIRECTORS; FOR PROFIT COMPANY; NOT INVESTMENT RELATED; NO DIRECT COMPENSATION; APPROXIMENTLY 1-5 HOURS PER MONTH DURING BUSINESS OR NON-BUSINESS HOURS; SMARTPATIENTS.COM
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-14 |
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