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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-29 |
Branch Locations
South Orange, NJ • United States
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Securities, Llc | Charlotte | NC | 07/2002 | 10/2016 |
| Bloomberg | New York | NY | 01/2017 | 08/2025 |
| Hb Wealth Management, Llc | Atlanta | GA | 11/2025 | Present |
| Garden Leave | New York | NY | 11/2016 | 12/2016 |
| Unemployed | New York | NY | 09/2025 | 10/2025 |
CMT Association; Board Member - Secretary; Board of Directors of a non-profit organization; Investment related; 8 hours per month during business and/or non-business hours. University of Florida; Advisory Board Member for Warrington College of Business; Not investment related; 3 hours per month during business and/or non-business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-05-21 |
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