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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-06 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-01 |
Branch Locations
3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Atlanta | GA | 03/2021 | 06/2022 |
| Suntrust Robinson Humphrey | Atlanta | GA | 09/2017 | 09/2020 |
| Deutsche Bank | Jacksonville | FL | 06/2016 | 09/2017 |
| Suntrust Bank | Atlanta | GA | 09/2020 | 03/2021 |
| Balentine | Atlanta | GA | 01/2023 | 05/2026 |
| Truist Bank | Atlanta | GA | 06/2022 | 01/2023 |
| Hb Wealth Management, Llc | Atlanta | GA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-20 |
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