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200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-29 |
Branch Locations
200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • United States
200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regent Peak Wealth Advisors, Llc | Atlanta | GA | 05/2026 | Present |
| The Vanguard Group, Inc. | Malvern | PA | 06/2022 | 07/2023 |
| La Salle University | Philadelphia | PA | 08/2018 | 05/2022 |
| Connect America | Bala Cynwyd | PA | 05/2021 | 09/2021 |
| Northwestern Mutual | Philadelphia | PA | 04/2020 | 10/2020 |
| Marquette High School | Chesterfield | MO | 08/2014 | 05/2018 |
| Lifetime Fitness | Ellisville | MO | 04/2017 | 08/2018 |
| Lifetime Fitness | Ellisville | MO | 05/2019 | 08/2019 |
| Bounceu | Chesterfield | MO | 03/2018 | 07/2018 |
| Bounceu | Chesterfield | MO | 12/2018 | 01/2019 |
| Vitos In The Valley | Chesterfield | MO | 05/2019 | 01/2022 |
| Hb Wealth Management, Llc | Atlanta | GA | 07/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-05 |
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