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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
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 | 12/2015 | 01/2025 |
| Hb Wealth Management, Llc | Towson | MD | 01/2025 | Present |
Mother Seton Academy; Board Member & Treasurer; Non-Profit Middle School; Not investment related; Start date September 2016; Approximately 2 hours per month during business and non-business hours.
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