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John Daniel Bochniak

Hb Wealth

Alpharetta, 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
TX RA APPROVED 2021-11-05
  • GA RA
    APPROVED
    Since 2021-11-08
  • TX RA
    APPROVED
    Since 2021-11-05

Branch Locations

2475 Northwinds Parkway Suite 100, Alpharetta, GA 30009 • 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
Compass Financial Consulting, Llc Atlanta GA 02/2001 01/2018
Homrich Berg Atlanta GA 01/2018 Present
  • 02/2001 → 01/2018
    Compass Financial Consulting, Llc
    Atlanta, GA
  • 01/2018 → Present
    Homrich Berg
    Atlanta, GA
Previous Registrations
  • 2018-01-04 → 2021-11-16
    Homrich Berg
    Atlanta, GA
  • 2003-07-01 → 2018-01-29
    Compass Financial Consulting, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-15
  • S65 Uniform Investment Adviser Law Examination
    2001-08-15
Designations

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

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PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
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RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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