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Samuel Alexander Leech

Hb Wealth

Palm Beach Gardens, FL

Atlanta, GA

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-15
  • FL RA
    APPROVED
    Since 2023-12-15

Branch Locations

3835 Pga Boulevard Suite 307, Palm Beach Gardens, FL 33410 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sei Private Trust Company Oaks PA 02/2016 12/2017
Sei Investments Management Corporation Oaks PA 12/2017 10/2023
Hb Wealth Management, Llc Atlanta GA 11/2023 Present
  • 02/2016 → 12/2017
    Sei Private Trust Company
    Oaks, PA
  • 12/2017 → 10/2023
    Sei Investments Management Corporation
    Oaks, PA
  • 11/2023 → Present
    Hb Wealth Management, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-09
  • S65 Uniform Investment Adviser Law Examination
    2018-03-09
Designations
Other Names
  • Samuel Leech

View on SEC IAPD

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