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Natalie Ellender Whelton

Hb Wealth

Atlanta, GA

Towson, MD

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-29
  • MD RA
    APPROVED
    Since 2025-01-29

Branch Locations

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

1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • 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
Wms Partners, Llc Baltimore MD 01/2020 01/2025
Pnc Bank, Na Baltimore MD 10/2015 12/2019
Hb Wealth Management, Llc Towson MD 01/2025 Present
  • 01/2020 → 01/2025
    Wms Partners, Llc
    Baltimore, MD
  • 10/2015 → 12/2019
    Pnc Bank, Na
    Baltimore, MD
  • 01/2025 → Present
    Hb Wealth Management, Llc
    Towson, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-14
  • S65 Uniform Investment Adviser Law Examination
    2020-08-14
Other Names
  • Natalie Anne Ellender
  • Natalie Whelton

View on SEC IAPD

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Other Offices

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BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
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