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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Forsyth Ms & Hs | Cumming | GA | 01/2012 | 08/2018 |
| Dave's Creek Elementary School | Mount Berry | GA | 08/2018 | 08/2019 |
| Berry College Athletic Department | Mount Berry | GA | 08/2019 | 01/2020 |
| The Spires Of Berry College | Mount Ida | GA | 05/2020 | 04/2021 |
| Camp Ozark | Mount Ida | GA | 05/2021 | 08/2021 |
| Berry College Cage Center | Mount Berry | GA | 01/2020 | 05/2022 |
| Thrivent Advisor Network, Llc. D/B/A 49 Financial | Atlanta | GA | 12/2021 | 12/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 04/2022 | 12/2023 |
| 49 Wealth Management, Llc | Atlanta | GA | 01/2023 | 12/2023 |
| Hb Wealth Management, Llc | Atlanta | GA | 01/2024 | Present |
Baccari Bread Co., LLC; owner/operator; small bakery sales company; not investment related; approximate number of hours during business and/or non-business hours 1-5 per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-05 |
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