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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Element Wealth Advisors | Atlanta | GA | 09/2024 | 08/2025 |
| Atlanta Treescapes | Cumming | GA | 08/2022 | 09/2024 |
| American Savings Bank | Haleiwa | HI | 01/2023 | 05/2023 |
| The University Of Georgia | Athens | GA | 08/2018 | 08/2022 |
| South Forsyth Highschool | Cumming | GA | 08/2014 | 05/2018 |
| Kestra Investment Services, Llc | Atlanta | GA | 08/2025 | Present |
Atlanta Technology Angles; Volunteer Analyst for Atlanta Technology Angels. Responsibilities include reviewing applications from early-stage companies, conducting preliminary screening and due diligence, participating in discussions regarding prospective investment opportunities, and helping connect entrepreneurs with members of the angel investor network. No authority to commit capital, recommend investments on behalf of HB Wealth, or represent HB Wealth in any capacity; Investment related; Approximately 1-5 hours per month during business and/or non-business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
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