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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-24 |
Branch Locations
600 South Tryon Street Suite 1801, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Charlotte | NC | 07/2015 | 10/2025 |
| Jpmorgan Securities Llc | Charlotte | NC | 07/2015 | 10/2025 |
| Maan Holdings, Llc | Charlotte | NC | 07/2020 | 10/2025 |
| Hb Wealth Management, Llc | Charlotte | NC | 10/2025 | Present |
Entity Name: MAAN Holdings, LLC Investment related: Yes Address: Charlotte, NC 28207 Nature of the other business: LLC owns my family's vacation home, which may be rented from time to time when we are not using it. Position/Title/Relationship: Manager and Partnership Representative Start Date: 28-Jul-2020 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a Member with 50% interest (my wife is also a Member with 50% interest). In addition, I am the Manager and Partnership Representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-30 |
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