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Joel Jerome Houck

Hb Wealth

Atlanta, GA

Towson, MD

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Current Employers
Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Securities, Llc Baltimore MD 10/2010 09/2017
Unemployed Dayton MD 10/2017 01/2018
Cicero Capital Partners Columbia MD 01/2018 06/2021
Wms Partners, Llc Towson MD 06/2021 01/2025
Hb Wealth Management, Llc Towson MD 01/2025 Present
  • 10/2010 → 09/2017
    Wells Fargo Securities, Llc
    Baltimore, MD
  • 10/2017 → 01/2018
    Unemployed
    Dayton, MD
  • 01/2018 → 06/2021
    Cicero Capital Partners
    Columbia, MD
  • 06/2021 → 01/2025
    Wms Partners, Llc
    Towson, MD
  • 01/2025 → Present
    Hb Wealth Management, Llc
    Towson, MD
Previous Registrations
  • 2021-10-12 → 2025-01-30
    Wms Partners, Llc
    Towson, MD
  • 2018-02-01 → 2019-08-22
    Cicero Capital Partners
    Columbia, MD
  • 2010-07-16 → 2010-12-31
    Cicero Capital Partners
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-11-12
  • S63 Uniform Securities Agent State Law Examination
    2010-11-12
Designations

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA
EQUITY SERVICES, INC. · ATLANTA, GA

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