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Cynthia Rose Wilson

Hb Wealth

Alpharetta, GA

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-09-20
  • GA RA
    APPROVED
    Since 2022-09-20

Branch Locations

2475 Northwinds Parkway Suite 100, Alpharetta, GA 30009 • 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
OrganizationCityStateFromTo
Securian Financial Services Inc St. Paul MN 09/2007 04/2020
Gv Atlanta Inc Atlanta GA 09/2007 11/2016
Gv Financial Advisors, Inc. Atlanta GA 10/2007 11/2016
Minnesota Life Ins Co St Paul MN 10/2007 04/2020
Joyn Advisors, Inc. Atlanta GA 11/2016 04/2020
Joyn Atlanta, Inc. Atlanta GA 11/2016 04/2020
Wealth Enhancement Group Plymouth MN 05/2020 06/2022
Wealth Enhancement Advisory Services Plymouth MN 04/2020 Present
Homrich Berg Atlanta GA 06/2022 Present
  • 09/2007 → 04/2020
    Securian Financial Services Inc
    St. Paul, MN
  • 09/2007 → 11/2016
    Gv Atlanta Inc
    Atlanta, GA
  • 10/2007 → 11/2016
    Gv Financial Advisors, Inc.
    Atlanta, GA
  • 10/2007 → 04/2020
    Minnesota Life Ins Co
    St Paul, MN
  • 11/2016 → 04/2020
    Joyn Advisors, Inc.
    Atlanta, GA
  • 11/2016 → 04/2020
    Joyn Atlanta, Inc.
    Atlanta, GA
  • 05/2020 → 06/2022
    Wealth Enhancement Group
    Plymouth, MN
  • 04/2020 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 06/2022 → Present
    Homrich Berg
    Atlanta, GA
Previous Registrations
  • 2020-05-07 → 2022-06-21
    Atlanta, GA
    Plymouth, MN
  • 2007-10-17 → 2020-04-30
    Joyn Advisors, Inc.
    Atlanta, GA
  • 2007-10-15 → 2019-12-02
    Securian Financial Services, Inc.
    Atlanta, GA
  • 2007-10-17 → 2011-12-06
    Gv Financial Advisors, Inc.
    Atlanta, GA
  • 2005-03-02 → 2006-11-09
    Beverly Hills, CA
    Beverly Hills, CA
    Atlanta, GA
Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: , St Petersburg FL , United States DESCRIPTION: Owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-01
  • S66 Uniform Combined State Law Examination
    2005-03-01
Designations
Other Names
  • Cindy Elgie
  • Cynthia Wlgie
  • Cynthia Elgie
  • Cindy Wilson
  • Cynthia Rose Elgie

View on SEC IAPD

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