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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-28 |
Branch Locations
3835 Pga Boulevard Suite 307, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Palm Beach | FL | 07/2014 | 02/2017 |
| Templeton Solutions | West Palm Beach | FL | 02/2017 | 08/2018 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 07/2018 | 08/2018 |
| Raymond James Financial Services, Inc. | Wellington | FL | 08/2018 | 08/2018 |
| Raymond James Financial Services, Inc. | Wellington | FL | 08/2018 | 04/2022 |
| Raymond James Financial Services Advisors Inc. | Wellington | FL | 08/2018 | 04/2022 |
| Boynton Financial Group, Inc | Wellington | FL | 08/2018 | 04/2022 |
| Kuey Group Llc | Palm Beach Gardens | FL | 01/2018 | 03/2020 |
| Hb Wealth Management, Llc | Palm Beach Gardens | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-24 |
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