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Charlotte Muller Vidal

Hb Wealth

Atlanta, GA

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-11-20
  • GA RA
    APPROVED
    Since 2023-11-20

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
OrganizationCityStateFromTo
Goldman Sachs & Co. New York NY 07/2015 03/2022
Homrich Berg Atlanta GA 04/2022 Present
  • 07/2015 → 03/2022
    Goldman Sachs & Co.
    New York, NY
  • 04/2022 → Present
    Homrich Berg
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-08-21
  • S63 Uniform Securities Agent State Law Examination
    2015-08-21
Designations
Other Names
  • Charlotte L Muller
  • Charlotte L Vidal

View on SEC IAPD

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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

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