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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-26 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
101 South Tryon Street Suite 2700, Charlotte, NC 28280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Charlotte | NC | 08/2019 | 08/2025 |
| Jpmorgan Securities Llc | Charlotte | NC | 08/2019 | 08/2025 |
| Unemployed | Charlotte | NC | 05/2019 | 08/2019 |
| Duke's Fuqua School Of Business | Durham | NC | 08/2017 | 05/2019 |
| Unemployed | Charlotte | NC | 06/2017 | 07/2017 |
| Jp Morgan Securities Llc | Charlotte | NC | 06/2018 | 08/2018 |
| Fti Consulting | Charlotte | NC | 05/2015 | 05/2017 |
| Hb Wealth Management, Llc | Atlanta | GA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-19 |
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