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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED | 2025-01-29 |
Branch Locations
1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • United States
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wms Partners, Llc | Towson | MD | 02/2011 | 01/2025 |
| Hb Wealth Management, Llc | Towson | MD | 01/2025 | Present |
FPA of Maryland; Co-Chairperson of Pro Bono Committee; Not investment related; Organize pro bono activities for the chapter and provide financial advice to non-profit channels including students and underserved communities; Approximately two hours a month during business or non-business hours.
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