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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hb Wealth Management, Llc | Atlanta | GA | 07/2022 | Present |
| Washington And Lee University | Lexington | VA | 09/2018 | 06/2022 |
| Bigwood Boards | Atlanta | GA | 05/2018 | 08/2018 |
| Rabun Gap Naccoochee School | Rabun Gap | GA | 08/2014 | 05/2018 |
Montico, LLC; office building cleaning service; not investment related; approximately 8-12 hours per week during non-business hours.
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