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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-06-17 |
| LA | RA | APPROVED | 2022-06-01 |
| TX | RA | APPROVED | 2022-06-01 |
Branch Locations
3550 Lenox Road Ne Suite 2700, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lesesne Capital Management, Inc. Dba Oakbridge Partners, Ltd. | Atlanta | GA | 10/2015 | Present |
| Antares Wealth Management, Llc | Atlanta | GA | 08/2019 | Present |
| Hb Wealth Management | Atlanta | GA | 06/2022 | Present |
Holy Innocents Episcopal School; Board of Advisors Member; Advisory board for a K-12 school; Not investment related; Approximately 1-5 hours per month during business and/or non-business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-05 |
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