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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hb Wealth Management, Llc | Atlanta | GA | 07/2026 | Present |
| Truist Bank | Atlanta | GA | 06/1999 | 12/2025 |
| Board Service - Various Boards | Atlanta | GA | 01/2026 | 06/2026 |
North Hill Homeowners Association; Treasurer; Not investment related; Approximately 1 hour per month during business and/or non-business hours Flagler College Endowment Fund; Vice Chair; Investment related; Approximately 1 hour per month during business and/or non-business hours Flagler College; Trustee; Not investment related; Approximately 1 hour per month during business and/or non-business hours CDC Foundation; Investment Committee Chair; Investment related; Approximately 1 hour per month during business and/or non-business hours Jesse Parker Williams Foundation; Trustee; Investment related; Approximately 1 hour per month during business and/or non-business hours
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