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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hb Wealth Management, Llc | Atlanta | GA | 06/2025 | Present |
| Equicorp Partners, Llc | Atlanta | GA | 08/2019 | 06/2025 |
| Burr Forman Llp | Atlanta | GA | 11/2018 | 08/2019 |
| Troutman, Pepper, Locke Llp | Atlanta | GA | 08/2014 | 11/2018 |
Chick-Fil-A Peach Bowl; Advisory Committee; Committee Member; Not investment related; Approximate number of hours during business and non-business hours 1-5 per month. Marist High School; Alumni Board Member; Not investment related; Approximate number of hours during business and non-business hours 1-5 per month. Brittany Club; President; Not investment related; Approximate number of hours during business and non-business hours 10 per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-08 |
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