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Philip Harold Clinkscales

Hb Wealth

Atlanta, GA

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-11-08
  • GA RA
    APPROVED
    Since 2021-11-08

Branch Locations

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • 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
Soundriver Advisors, Llc Atlanta GA 02/2013 01/2019
Hb Wealth Management, Llc Atlanta GA 01/2019 Present
  • 02/2013 → 01/2019
    Soundriver Advisors, Llc
    Atlanta, GA
  • 01/2019 → Present
    Hb Wealth Management, Llc
    Atlanta, GA
Previous Registrations
  • 2019-01-30 → 2021-11-21
    Homrich Berg
    Atlanta, GA
  • 2013-02-01 → 2019-01-28
    Soundriver Advisors, Llc
    Atlanta, GA
  • 2008-08-06 → 2013-02-01
    Ppa Advisory Services, Inc.
    Roswell, GA
  • 2007-01-30 → 2008-02-01
    Clinkscales Capital Advisors, Llc
    Roswell, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-15
S63 Uniform Securities Agent State Law Examination 2002-08-20
  • S65 Uniform Investment Adviser Law Examination
    2002-10-15
  • S63 Uniform Securities Agent State Law Examination
    2002-08-20
Designations
Other Names
  • Philip Harold Clinkscales

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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