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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-03 |
Branch Locations
1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • 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 | Baltimore | MD | 08/2019 | 01/2025 |
| N/A | Philadelphia | PA | 05/2019 | 08/2019 |
| University Of Pennsylvania | Philadelphia | PA | 08/2018 | 05/2019 |
| Wms Partners, Llc | Baltimore | MD | 06/2018 | 08/2018 |
| University Of Pennsylvania | Philadelphia | PA | 07/2017 | 06/2018 |
| N/A | Philadelphia | PA | 06/2017 | 07/2017 |
| United States Army | Columbus | GA | 03/2015 | 06/2017 |
| Hb Wealth Management, Llc | Towson | MD | 01/2025 | Present |
FWP LLC; Project Lead; Leading a project that's reviewing and updating several family partnerships; Not investment related; Approximately 10 hours per month during business or non-business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-07 |
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