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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-12 |
| DE | RA | APPROVED | 2025-01-29 |
| MD | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED | 2025-01-29 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wms Partners, Llc | Towson | MD | 05/1994 | 01/2025 |
| Hb Wealth Management, Llc | Towson | MD | 01/2025 | Present |
Cristo Rey; Board of Directors; Chairman of Investment Committee; Non-profit organization; Not investment related; Approximately six hours per month during business and non-business hours. Continental Realty Corp's CRC Fund IV Advisory Board; Board Member; Investment related; Strategic guidance and advice related to the investment and management of the CRC Fund IV, which is focused on real estate investments. Approximately 1 hour per month during business and non-business hours. Valstone Opportunities Fund III Advisory Board; Advisory Board Member; Investment related; Strategic guidance, oversight, and thought leadership to the fund's management team specifically related to real estate and investment opportunities that the fund pursues; Approximately 1 hour per month during business and non-business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-12 |
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