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Kelly Moore Nowottnick

Hb Wealth

Columbia, MD

Atlanta, GA

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Current Employers
Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-26
  • MD RA
    APPROVED
    Since 2026-01-26

Branch Locations

10980 Grantchester Way Suite 220, Columbia, MD 21044 • United States

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • 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
Pnc Bank Na Baltimore MD 08/2014 12/2020
Wms Partners, Llc Towson MD 01/2021 01/2025
Hb Wealth Management, Llc Columbia MD 01/2025 Present
  • 08/2014 → 12/2020
    Pnc Bank Na
    Baltimore, MD
  • 01/2021 → 01/2025
    Wms Partners, Llc
    Towson, MD
  • 01/2025 → Present
    Hb Wealth Management, Llc
    Columbia, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-20
  • S65 Uniform Investment Adviser Law Examination
    2021-03-20
Other Names
  • Kelly Taylor Moore

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
MML INVESTORS SERVICES, LLC · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
WELLS FARGO CLEARING SERVICES, LLC · COLUMBIA, MD

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