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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-16 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
1 West Pennsylvania Ave. Suite 800, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zs Associates | Chicago | IL | 10/2015 | 02/2019 |
| Ia Collaborative | Chicago | IL | 02/2019 | 01/2022 |
| Huge Inc. | Brooklyn | NY | 01/2022 | 04/2025 |
| Hb Wealth Management, Llc | Towson | MD | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-12 |
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