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Inactive

Harrison D Rafiq

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 2025-02-03
  • MD RA
    APPROVED
    Since 2025-02-03

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 Towson MD 02/2022 01/2025
Rf Industries Timonium MD 10/2021 12/2021
Morgan Stanley Baltimore MD 06/2021 09/2021
Charles A. Pastrana & Son's Annapolis MD 05/2019 05/2021
True Value Annapolis MD 03/2016 01/2019
Unemployed Annapolis MD 01/2019 05/2019
Hb Wealth Management, Llc Towson MD 01/2025 Present
  • 02/2022 → 01/2025
    Wms Partners
    Towson, MD
  • 10/2021 → 12/2021
    Rf Industries
    Timonium, MD
  • 06/2021 → 09/2021
    Morgan Stanley
    Baltimore, MD
  • 05/2019 → 05/2021
    Charles A. Pastrana & Son's
    Annapolis, MD
  • 03/2016 → 01/2019
    True Value
    Annapolis, MD
  • 01/2019 → 05/2019
    Unemployed
    Annapolis, MD
  • 01/2025 → Present
    Hb Wealth Management, Llc
    Towson, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-24
  • S65 Uniform Investment Adviser Law Examination
    2022-10-24

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
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
NEWEDGE ADVISORS · Atlanta, GA
EQUITY SERVICES, INC. · ATLANTA, GA

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