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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A. Montag & Associates, Inc. | Atlanta | GA | 08/2006 | 05/2017 |
| Buffington Mohr Mcneal | Boise | ID | 06/2017 | 03/2025 |
| Hb Wealth Management, Llc | Atlanta | GA | 03/2025 | Present |
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