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Lee T Vanleuvan

Hb Wealth

Atlanta, GA

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-11-08
TX RA APPROVED 2021-11-05
  • GA RA
    APPROVED
    Since 2021-11-08
  • TX RA
    APPROVED
    Since 2021-11-05

Branch Locations

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
OrganizationCityStateFromTo
Homrich Berg Atlanta GA 05/2013 Present
  • 05/2013 → Present
    Homrich Berg
    Atlanta, GA
Previous Registrations
  • 2013-09-05 → 2021-11-21
    Homrich Berg
    Atlanta, GA
    Atlanta, GA
  • 2003-02-03 → 2013-06-28
    Lvl Financial, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-04-06
S63 Uniform Securities Agent State Law Examination 1982-06-30
  • S65 Uniform Investment Adviser Law Examination
    1993-04-06
  • S63 Uniform Securities Agent State Law Examination
    1982-06-30
Designations
Other Names
  • Lee T Dick
  • Lee Ann Tyler

View on SEC IAPD

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JEFFERIES INVESTMENT ADVISERS LLC

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JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

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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