Best Investors Account Sign in
Inactive

Frank Thomas Waterson

Hb Wealth

Atlanta, GA

Claim This Profile
Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-11-08
TX RA APPROVED 2021-11-05
  • GA RA
    APPROVED
    Since 2021-11-08
  • TX RA
    APPROVED
    Since 2021-11-05

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
Homrich Berg Atlanta GA 06/2004 Present
  • 06/2004 → Present
    Homrich Berg
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-02
S63 Uniform Securities Agent State Law Examination 1998-09-23
  • S65 Uniform Investment Adviser Law Examination
    1998-10-02
  • S63 Uniform Securities Agent State Law Examination
    1998-09-23
Designations
Other Names
  • Frank Thomas Waterson

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.
JEFFERIES INVESTMENT ADVISERS LLC

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY
THOMAS MCLEMORE CARROLL

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

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor