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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wms Partners | Baltimore | MD | 03/2008 | 01/2025 |
| Hb Wealth Management, Llc | Towson | MD | 01/2025 | Present |
Odyssey School; Board Member and Chair of the Investment Committee; School for language learning differences; Not investment related; Approximately 5 hours per month during business or non-business hours.
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