Inactive

Broadus William Cleveland

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Current Employers

Hb Wealth

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2024-10-30
GA	RA	APPROVED	2023-09-07

SC RA
APPROVED

Since 2024-10-30
GA RA
APPROVED

Since 2023-09-07

Branch Locations

3740 Executive Center Drive, Augusta, GA 30907 • United States

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

Organization	City	State	From	To
Calvary Wealth, Llc	Augusta	GA	06/2004	07/2023
Hb Wealth Management, Llc	Atlanta	GA	08/2023	Present

06/2004 → 07/2023

Calvary Wealth, Llc

Augusta, GA
08/2023 → Present

Hb Wealth Management, Llc

Atlanta, GA

Previous Registrations

2004-07-01 → 2023-08-11

Calvary Wealth, Llc

Martinez, GA

Designations

Other Names

Bill Cleveland
B. William Cleveland

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · AUGUSTA, GA

SYNOVUS SECURITIES, INC. · AUGUSTA, GA

STATE FARM INVESTMENT MANAGEMENT CORP. · Augusta, GA

ANDREWS INVESTMENT MANAGEMENT · AUGUSTA, GA

RBC CAPITAL MARKETS, LLC · Augusta, GA

CHOREO, LLC · AUGUSTA, GA

WYNN CAPITAL · AUGUSTA, GA

MORGAN STANLEY · Augusta, GA

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