James Milton Pullen

Current Employers

Hb Wealth

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2021-12-06

GA RA
APPROVED

Since 2021-12-06

Branch Locations

2475 Northwinds Parkway Suite 100, Alpharetta, GA 30009 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Full Time Education	Athens	GA	08/2012	12/2016
Secure Life Benefits	Alpharetta	GA	01/2013	12/2016
Rj Walters & Associates	Alpharetta	GA	01/2017	05/2017
Wealth 360, Llc	Suwanee	GA	07/2017	09/2017
Secure Life Benefits	Alpharetta	GA	09/2017	10/2018
Atlanta Financial Associates	Atlanta	GA	10/2018	08/2021
Homrich Berg	Atlanta	GA	08/2021	Present

08/2012 → 12/2016

Full Time Education

Athens, GA
01/2013 → 12/2016

Secure Life Benefits

Alpharetta, GA
01/2017 → 05/2017

Rj Walters & Associates

Alpharetta, GA
07/2017 → 09/2017

Wealth 360, Llc

Suwanee, GA
09/2017 → 10/2018

Secure Life Benefits

Alpharetta, GA
10/2018 → 08/2021

Atlanta Financial Associates

Atlanta, GA
08/2021 → Present

Homrich Berg

Atlanta, GA

Designations

Other Names

Milton Pullen

View on SEC IAPD

Current Employers

Hb Wealth

Disclosures

Employment History

Designations

Other Names

Other Firms

Other Investors

Other Offices

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