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Gary Robert Anderson

Hb Wealth

Towson, MD

Atlanta, GA

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-24
  • MD RA
    APPROVED
    Since 2025-01-24

Branch Locations

1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States

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
Wms Partners, Llc Towson MD 07/2014 01/2025
Hb Wealth Management, Llc Towson MD 01/2025 Present
  • 07/2014 → 01/2025
    Wms Partners, Llc
    Towson, MD
  • 01/2025 → Present
    Hb Wealth Management, Llc
    Towson, MD
Previous Registrations
  • 2014-07-10 → 2025-01-30
    Wms Partners, Llc
    Towson, MD
  • 2008-08-22 → 2014-07-07
    Glass Jacobson Wealth Advisors
    Owings Mills, MD
  • 2002-02-12 → 2009-10-30
    Gra Financial Advisors, Llc
    Baltimore, MD
  • 1999-07-15 → 2003-02-20
    Hostetler Church,Llc
    Columbia, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-21
S63 Uniform Securities Agent State Law Examination 1995-10-24
  • S65 Uniform Investment Adviser Law Examination
    1996-05-21
  • S63 Uniform Securities Agent State Law Examination
    1995-10-24
Designations
Other Names
  • Gary R Anderson

View on SEC IAPD

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