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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hb Wealth Management, Llc | Atlanta | GA | 04/2024 | Present |
| Advizorpro | Atlanta | GA | 11/2022 | 03/2024 |
| Wealth Enhancement Group | Atlanta | GA | 04/2021 | 09/2022 |
| Unemployed | Atlanta | GA | 10/2022 | 10/2022 |
| Cerity Partners | Chicago | IL | 10/2019 | 04/2021 |
| Depaul University | Chicago | IL | 08/2015 | 06/2019 |
| Lighthouse Investment Partners, Llc | Chicago | IL | 06/2018 | 10/2019 |
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