Inactive

Dalton Reid Roberts

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Current Employers

Hb Wealth

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-01-23

GA RA
APPROVED

Since 2026-01-23

Branch Locations

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	Atlanta	GA	01/2026	Present
Fisher Investments	Plano	TX	07/2017	08/2025
Unemployed	Atlanta	GA	09/2025	12/2025
Oklahoma State University	Stillwater	OK	08/2013	06/2017

01/2026 → Present

Hb Wealth Management, Llc

Atlanta, GA
07/2017 → 08/2025

Fisher Investments

Plano, TX
09/2025 → 12/2025

Unemployed

Atlanta, GA
08/2013 → 06/2017

Oklahoma State University

Stillwater, OK

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-24

S65 Uniform Investment Adviser Law Examination

2025-10-24

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NEWEDGE ADVISORS

EQUITY SERVICES, INC.

JEFFERIES INVESTMENT ADVISERS LLC

Other Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

WILLIAM LEWIS LEVINE

CHAD JOSEPH NORFOLK

SEAN PATRICK COOK

JONATHAN CHRISTOPHER BRISTOW

MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

BRIGHTER INVESTING, PB LLC · ATLANTA, GA

RBC CAPITAL MARKETS, LLC · Atlanta, GA

HB WEALTH · Atlanta, GA

AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA

NEWEDGE ADVISORS · Atlanta, GA

EQUITY SERVICES, INC. · ATLANTA, GA

More in Atlanta, GA

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