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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Education (University Of Georgia) | Athens | GA | 06/2014 | 05/2018 |
| Ubs Financial Services Inc. | Weehawken | NJ | 06/2017 | 08/2017 |
| Ubs Financial Servicers Inc. | Weehawken | NJ | 08/2018 | 04/2023 |
| Hb Wealth Management, Llc | Atlanta | GA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-04 |
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