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1050 Crowne Point Parkway #500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-23 |
Branch Locations
1050 Crowne Point Parkway #500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Alpharetta | GA | 08/2016 | 05/2017 |
| Hd Vest Investment Services | Atlanta | GA | 05/2017 | 09/2019 |
| Clements Financial Services | Atlanta | GA | 05/2017 | 09/2019 |
| Raymond James & Associates, Inc | Atlanta | GA | 09/2019 | 08/2020 |
| Nicholas Hoffman & Company, Llc | Atlanta | GA | 09/2020 | 01/2025 |
| Hwm Wealth Management Llc | Sandy Springs | GA | 01/2025 | Present |
Caroline McInerney, principal of HWM Wealth Management LLC, owns and operates Owner's Dividend LLC, a separate business entity formed in 2025. Owner's Dividend LLC publishes educational content, books, and materials related to financial and business planning. This activity is separate and independent from HWM Wealth Management LLC and does not involve providing investment advisory services. No material conflicts of interest exist between this outside business activity and her responsibilities at HWM Wealth Management LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-25 |
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