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William Joseph Cohen

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 2022-06-17
TX RA APPROVED 2022-06-01
  • GA RA
    APPROVED
    Since 2022-06-17
  • TX RA
    APPROVED
    Since 2022-06-01

Branch Locations

3550 Lenox Road Ne 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
Antares Wealth Management, Llc Atlanta GA 08/2019 Present
Lesesne Capital Management, Inc., Dba Oakbridge Partners, Ltd. Atlanta GA 06/2009 Present
Homrich Berg Atlanta GA 06/2022 Present
  • 08/2019 → Present
    Antares Wealth Management, Llc
    Atlanta, GA
  • 06/2009 → Present
    Lesesne Capital Management, Inc., Dba Oakbridge Partners, Ltd.
    Atlanta, GA
  • 06/2022 → Present
    Homrich Berg
    Atlanta, GA
Previous Registrations
  • 2020-02-04 → 2023-12-31
    Antares Wealth
    Atlanta, GA
  • 2007-07-03 → 2022-06-07
    Oakbridge Partners, Ltd.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-08
  • S65 Uniform Investment Adviser Law Examination
    2008-04-08

View on SEC IAPD

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Other Offices

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

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