Inactive

Andrew Joseph Michaels

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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

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

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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Baltimore	MD	08/2022	11/2022
United Building Services	Baltimore	MD	06/2019	05/2022
Hnb Services	Baltimore	MD	06/2015	06/2022
Kohl's	Forest Hill	MD	08/2016	08/2017
Morgan Stanley Smith Barney Llc	Baltimore	MD	11/2022	12/2024
Wms Partners, Llc	Towson	MD	12/2024	01/2025
Hb Wealth Management, Llc	Towson	MD	01/2025	Present

08/2022 → 11/2022

Morgan Stanley Smith Barney Llc

Baltimore, MD
06/2019 → 05/2022

United Building Services

Baltimore, MD
06/2015 → 06/2022

Hnb Services

Baltimore, MD
08/2016 → 08/2017

Kohl's

Forest Hill, MD
11/2022 → 12/2024

Morgan Stanley Smith Barney Llc

Baltimore, MD
12/2024 → 01/2025

Wms Partners, Llc

Towson, MD
01/2025 → Present

Hb Wealth Management, Llc

Towson, MD

Previous Registrations

2024-12-10 → 2025-01-30

Wms Partners, Llc

Towson, MD
2022-12-08 → 2024-12-05

Morgan Stanley

Baltimore, MD

Forest Hill, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-27

S66 Uniform Combined State Law Examination

2022-10-27

Other Names

Andrew J Michaels

View on SEC IAPD

Other Firms

SFG WEALTH MANAGEMENT

LPL FINANCIAL LLC

BASE MANAGEMENT CO

CAPITAL ADVISOR MANAGEMENT

FINANCIAL COUNCIL, LLC

SCHIFF WEALTH ADVISORS, LLC

DYER FINANCIAL ADVISORY

LEGACY FINANCIAL ADVISORS

Other Investors

TIMOTHY WILLIAM CARNE

WILLIAM JUDSON SOKOL

MICHAEL LOYD CRABB

WILLIAM ROBERT SWARTZ

ERIC WILLIAM HART

GEORGE RAY VAN DYKE

GREGORY CHARLES VERMEULEN

LAWRENCE NELSON LEITCH

Other Offices

SFG WEALTH MANAGEMENT · TOWSON, MD

LPL FINANCIAL LLC · TOWSON, MD

SFG WEALTH MANAGEMENT · Towson, MD

LPL FINANCIAL LLC · TOWSON, MD

BASE MANAGEMENT CO · TOWSON, MD

LPL FINANCIAL LLC · TOWSON, MD

CAPITAL ADVISOR MANAGEMENT · TOWSON, MD

FINANCIAL COUNCIL, LLC · TOWSON, MD

More in Towson, MD

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