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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
10980 Grantchester Way Suite 220, Columbia, MD 21044 • 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 |
|---|---|---|---|---|
| Klauenberg Retirement Solutions | Laurel | MD | 10/2020 | 06/2021 |
| Corecap Advisors | Southfield | MI | 03/2021 | 06/2021 |
| Corecap Investments | Southfield | MI | 03/2021 | 06/2021 |
| State Farm | Glen Ellyn | IL | 05/2019 | 08/2019 |
| Mcdonald's | Carol Stream | IL | 06/2018 | 07/2019 |
| Wheaton College | Wheaton | IL | 01/2017 | 05/2020 |
| Georgia State Perimeter College | Decatur | GA | 08/2016 | 12/2016 |
| Unemployed | Laurel | MD | 05/2020 | 10/2020 |
| Wms Partners, Llc | Towson | MD | 06/2021 | 01/2025 |
| Hb Wealth Management, Llc | Columbia | MD | 01/2025 | Present |
Music production service; Music Producer; I create and upload original music productions to the internet that can be downloaded by other artists; Not investment related; Start date: January 2023; Approximate number of hours during business and non-business hours 20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-26 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-01 |
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