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Sarah Smith Holder

Hb Wealth

Atlanta, GA

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-11-21
  • GA RA
    APPROVED
    Since 2024-11-21

Branch Locations

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
Polay + Clark & Co Atlanta GA 05/2018 05/2019
Suntrust Robinson Humphrey Atlanta GA 07/2019 07/2021
Sci Talent Acquisition Athens GA 10/2017 05/2018
Battle Investment Group Atlanta GA 12/2017 12/2017
University Of Georgia Athens GA 08/2015 07/2019
Oakbridge Partners Atlanta GA 08/2021 06/2022
Hb Wealth Management, Llc Atlanta GA 06/2022 Present
  • 05/2018 → 05/2019
    Polay + Clark & Co
    Atlanta, GA
  • 07/2019 → 07/2021
    Suntrust Robinson Humphrey
    Atlanta, GA
  • 10/2017 → 05/2018
    Sci Talent Acquisition
    Athens, GA
  • 12/2017 → 12/2017
    Battle Investment Group
    Atlanta, GA
  • 08/2015 → 07/2019
    University Of Georgia
    Athens, GA
  • 08/2021 → 06/2022
    Oakbridge Partners
    Atlanta, GA
  • 06/2022 → Present
    Hb Wealth Management, Llc
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-08-16
  • S63 Uniform Securities Agent State Law Examination
    2019-08-16
Designations
Other Names
  • Sarah Smith

View on SEC IAPD

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BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.
JEFFERIES INVESTMENT ADVISERS LLC

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

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

More in Atlanta, GA

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