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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-24 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
2502 North Rocky Point Drive Suite 900, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Jupiter | FL | 08/2019 | 10/2020 |
| J.P. Morgan Securities, Llc. | Jupiter | FL | 08/2019 | 10/2020 |
| Seacoast Bank | Palm City | FL | 06/2018 | 07/2019 |
| Prime Meridian Bank | Tallahassee | FL | 01/2017 | 06/2018 |
| Target | Tallahassee | FL | 08/2015 | 01/2017 |
| Bath & Body Works, Llc | Tallahassee | FL | 12/2016 | 12/2016 |
| Seacoast Bank | Winter Park | FL | 10/2020 | 05/2022 |
| Lpl Financial Llc | Winter Park | FL | 03/2021 | 05/2022 |
| Truist Advisory Services, Inc. | Tampa | FL | 05/2022 | 06/2024 |
| Unemployed | Tampa | FL | 06/2024 | 09/2024 |
| Hb Wealth Management, Llc | Atlanta | GA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-01 |
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