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John Paul Willoughby

Hb Wealth

Atlanta, GA

Tampa, FL

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-23
  • FL RA
    APPROVED
    Since 2025-12-23

Branch Locations

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

2502 North Rocky Point Drive Suite 900, Tampa, FL 33607 • 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
OrganizationCityStateFromTo
Suntrust Bank Tampa FL 09/2010 09/2024
Suntrust Advisory Services Tampa FL 05/2016 09/2024
Hb Wealth Management, Llc Atlanta GA 09/2024 Present
  • 09/2010 → 09/2024
    Suntrust Bank
    Tampa, FL
  • 05/2016 → 09/2024
    Suntrust Advisory Services
    Tampa, FL
  • 09/2024 → Present
    Hb Wealth Management, Llc
    Atlanta, GA
Previous Registrations
  • 2016-08-12 → 2024-07-16
    Truist Advisory Services, Inc.
    Tampa, FL
    Tampa, FL
    Tampa, FL
  • 2003-10-02 → 2004-07-19
    Banc Of America Investment Services, Inc.
    Tampa, FL
  • 2003-08-12 → 2003-09-17
    Amsouth Investment Management Company Llc
    Birmingham, AL
  • 2003-08-25 → 2003-09-16
    Amsouth Investment Services, Inc.
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-06
S63 Uniform Securities Agent State Law Examination 1994-12-28
S65 Uniform Investment Adviser Law Examination 1994-12-28
  • S66 Uniform Combined State Law Examination
    2003-10-06
  • S63 Uniform Securities Agent State Law Examination
    1994-12-28
  • S65 Uniform Investment Adviser Law Examination
    1994-12-28
Designations

View on SEC IAPD

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JEFFERIES INVESTMENT ADVISERS LLC

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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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