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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-31 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Towson | MD | 09/2014 | 02/2019 |
| T. Rowe Price | Owings Mills | MD | 03/2019 | 02/2020 |
| Wms Partners, Llc | Towson | MD | 02/2020 | 01/2025 |
| Hb Wealth Management, Llc | Towson | MD | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-16 |
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