Inactive

Peter Francis Sorensen

Claim This Profile

Current Employers

Hb Wealth

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-09-25

MD RA
APPROVED

Since 2025-09-25

Branch Locations

1 West Pennsylvania Ave Suite 800, Towson, MD 21204 • United States

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • 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

Organization	City	State	From	To
Hb Wealth Management, Llc	Towson	MD	06/2025	Present
Bucknell University	Lewisburg	PA	08/2021	05/2025
Drd Pool Management	Towson	MD	05/2021	08/2021
Towson High School	Towson	MD	09/2017	05/2021
Unemployed	Towson	MD	06/2017	08/2017
Dumbarton Middle School	Towson	MD	09/2014	05/2017

06/2025 → Present

Hb Wealth Management, Llc

Towson, MD
08/2021 → 05/2025

Bucknell University

Lewisburg, PA
05/2021 → 08/2021

Drd Pool Management

Towson, MD
09/2017 → 05/2021

Towson High School

Towson, MD
06/2017 → 08/2017

Unemployed

Towson, MD
09/2014 → 05/2017

Dumbarton Middle School

Towson, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-24

S65 Uniform Investment Adviser Law Examination

2025-09-24

View on SEC IAPD

Other Firms

SFG WEALTH MANAGEMENT

LPL FINANCIAL LLC

BASE MANAGEMENT CO

CAPITAL ADVISOR MANAGEMENT

FINANCIAL COUNCIL, LLC

SCHIFF WEALTH ADVISORS, LLC

DYER FINANCIAL ADVISORY

LEGACY FINANCIAL ADVISORS

Other Investors

TIMOTHY WILLIAM CARNE

WILLIAM JUDSON SOKOL

MICHAEL LOYD CRABB

WILLIAM ROBERT SWARTZ

ERIC WILLIAM HART

GEORGE RAY VAN DYKE

GREGORY CHARLES VERMEULEN

LAWRENCE NELSON LEITCH

Other Offices

SFG WEALTH MANAGEMENT · TOWSON, MD

LPL FINANCIAL LLC · TOWSON, MD

SFG WEALTH MANAGEMENT · Towson, MD

LPL FINANCIAL LLC · TOWSON, MD

BASE MANAGEMENT CO · TOWSON, MD

LPL FINANCIAL LLC · TOWSON, MD

CAPITAL ADVISOR MANAGEMENT · TOWSON, MD

FINANCIAL COUNCIL, LLC · TOWSON, MD

More in Towson, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor