Inactive

Daniel John Mento

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Current Employers

Hb Wealth

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-22

MD RA
APPROVED

Since 2025-01-22

Branch Locations

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

1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • 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

Organization	City	State	From	To
Wms Partners, Llc	Towson	MD	04/2021	Present
Pinnacle Advisory Group	Columbia	MD	11/2015	06/2021
Hb Wealth Management, Llc	Towson	MD	01/2025	Present

04/2021 → Present

Wms Partners, Llc

Towson, MD
11/2015 → 06/2021

Pinnacle Advisory Group

Columbia, MD
01/2025 → Present

Hb Wealth Management, Llc

Towson, MD

Previous Registrations

2021-10-12 → 2025-02-07

Wms Partners, Llc

Towson, MD

Designations

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

More in Atlanta, GA

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