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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-29 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wms Partners, Llc | Towson | MD | 05/2024 | Present |
| Archbishop Spalding High School | Annapolis | MD | 08/2015 | 05/2019 |
| The Three Sisters/Lucky Knot | Annapolis | MD | 06/2019 | 08/2019 |
| University Of Maryland, College Park | College Park | MD | 08/2019 | 05/2023 |
| Maryland Board Of Football Officials | Parkville | MD | 08/2023 | Present |
| Hb Wealth Management, Llc | Towson | MD | 01/2025 | Present |
National Football League; Game Day Assistants Program; Not investment related; Approximately 20 hours per month during non-business hours during the football season. National Football League; Locker Room Attendant for game officials; Not investment related; Approximately 20 hours per month during non-business hours during the football season. United Football League/XFL; Chain Crew member for DC Defenders home games; Not investment related; Approximately 20 hours per month during non-business hours during the football season. Maryland Board of Football Officials; High School Football Official; Not investment related; I officiate high school football games in the Baltimore, Maryland area. Approximately 20 hours per month during non-business hours during the football season. University of Maryland Athletics; Not investment related; Chain crew member or replay assistant at University of Maryland football games. Approximately 20 hours per month during non-business hours during the football season. Clean Advantage Corporation; Consultant; Provide occasional consulting services to a cleaning company; Not investment related; Approximately 1-5 hours per month during business and non-business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-09 |
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