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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hb Wealth Management, Llc | Atlanta | GA | 10/2025 | Present |
| Sei Invesetments | Oaks | PA | 09/2022 | 07/2025 |
| Unemployed | Atlanta | GA | 08/2025 | 09/2025 |
| Southern New Hampshire University | Hooksett | NH | 08/2021 | 08/2022 |
| University Of Connecticut | Storrs | CT | 08/2017 | 08/2021 |
| Conestoga High School | Berywn | PA | 08/2013 | 06/2017 |
| Unemployed | Berywn | PA | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-28 |
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