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Inactive

Amelia Claire Huppert

Hb Wealth

Atlanta, GA

Towson, MD

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-02-03
  • MD RA
    APPROVED
    Since 2025-02-03

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
OrganizationCityStateFromTo
Wms Partners, Llc Towson MD 07/2021 01/2025
University Of Maryland College Park MD 08/2017 05/2021
Helion Technologies Timonium MD 01/2021 05/2021
Aals Washington Dc DC 09/2020 06/2021
University Of Maryland Writing Center College Park MD 08/2018 12/2019
Mechanical Engineering And Construction Catonsville MD 06/2018 08/2019
Baltimore Yacht Club Essex MD 06/2015 09/2016
Roland Park Country School Baltimore MD 08/2013 06/2017
Hb Wealth Management, Llc Towson MD 01/2025 Present
  • 07/2021 → 01/2025
    Wms Partners, Llc
    Towson, MD
  • 08/2017 → 05/2021
    University Of Maryland
    College Park, MD
  • 01/2021 → 05/2021
    Helion Technologies
    Timonium, MD
  • 09/2020 → 06/2021
    Aals
    Washington Dc, DC
  • 08/2018 → 12/2019
    University Of Maryland Writing Center
    College Park, MD
  • 06/2018 → 08/2019
    Mechanical Engineering And Construction
    Catonsville, MD
  • 06/2015 → 09/2016
    Baltimore Yacht Club
    Essex, MD
  • 08/2013 → 06/2017
    Roland Park Country School
    Baltimore, MD
  • 01/2025 → Present
    Hb Wealth Management, Llc
    Towson, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-01
  • S65 Uniform Investment Adviser Law Examination
    2022-10-01
Other Names
  • Claire Huppert

View on SEC IAPD

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Other Offices

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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
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