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1 W. Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-04 |
Branch Locations
1 W Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-22 |
Branch Locations
10980 Grantchester Way Suite 220, Columbia, MD 21044 • 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 |
|---|---|---|---|---|
| Wms Partners Llc | Towson | MD | 06/2004 | 01/2025 |
| Hb Wealth Management, Llc | Columbia | MD | 01/2025 | Present |
WMS Partners, LLC: Serving as CCO for this firm as it winds down legacy private funds. Oversees the wind down of legacy private funds and overall compliance program for WMS Partners, LLC as a registered advisor with the state of Maryland; Investment related; 5-10 hours per month during business and non-business hours.
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