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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soliant | Peachtree Corners | GA | 05/2023 | 08/2023 |
| Howard I. Shaperio And Associates | Lynbrook | NY | 06/2022 | 07/2022 |
| Kestra Investment Services, Llc | Milledgeville | GA | 09/2023 | 06/2026 |
| Smoothie King | Savannah | GA | 10/2018 | 01/2019 |
| Medical Arts Dentistry | Savannah | GA | 06/2020 | 08/2020 |
| Unemployed | Savannah | GA | 02/2014 | 10/2018 |
| Unemployed | Savannah | GA | 01/2019 | 06/2020 |
| Unemployed | Milledgeville | GA | 08/2020 | 06/2022 |
| Unemployed | Milledgeville | GA | 07/2022 | 05/2023 |
| Kestra Advisory Services, Llc | Milledgeville | GA | 11/2024 | 06/2026 |
| Hb Wealth Management, Llc | Atlanta | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
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