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Megan Victoria Belliveau

Hb Wealth

Atlanta, GA

Towson, MD

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-29
  • MD RA
    APPROVED
    Since 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

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
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
  • 05/2024 → Present
    Towson, MD
  • 08/2015 → 05/2019
    Archbishop Spalding High School
    Annapolis, MD
  • 06/2019 → 08/2019
    The Three Sisters/Lucky Knot
    Annapolis, MD
  • 08/2019 → 05/2023
    University Of Maryland, College Park
    College Park, MD
  • 08/2023 → Present
    Maryland Board Of Football Officials
    Parkville, MD
  • 01/2025 → Present
    Hb Wealth Management, Llc
    Towson, MD
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-09
  • S65 Uniform Investment Adviser Law Examination
    2024-08-09

View on SEC IAPD

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