Inactive

Kaitlin Carlson Zook

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Current Employers

Hb Wealth

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-29

MD RA
APPROVED

Since 2025-01-29

Branch Locations

1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • 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

Organization	City	State	From	To
Wms Partners, Llc	Towson	MD	02/2015	04/2019
Wms Partners, Llc	Towson	MD	04/2019	01/2025
Hb Wealth Management, Llc	Towson	MD	01/2025	Present

02/2015 → 04/2019

Wms Partners, Llc

Towson, MD
04/2019 → 01/2025

Wms Partners, Llc

Towson, MD
01/2025 → Present

Hb Wealth Management, Llc

Towson, MD

Previous Registrations

2019-12-04 → 2025-01-30

Wms Partners, Llc

Towson, MD

Designations

Other Names

Kaitlin Keavney Carlson

View on SEC IAPD

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