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Mitchell Ward Phillips

Hb Wealth

Atlanta, GA

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-10-01
  • GA RA
    APPROVED
    Since 2024-10-01

Branch Locations

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
Bb&T Bank Charlotte NC 07/2017 02/2020
Bbtis Charlotte NC 02/2018 02/2020
Bbtsec Richmond VA 02/2018 02/2020
University Of Georgia Athens GA 08/2013 05/2017
Troutman Sanders Llp Atlanta GA 05/2017 06/2017
Hb Wealth Management, Llc Atlanta GA 07/2022 Present
Atlanta Financial Atlanta GA 02/2020 07/2022
  • 07/2017 → 02/2020
    Bb&T Bank
    Charlotte, NC
  • 02/2018 → 02/2020
    Bbtis
    Charlotte, NC
  • 02/2018 → 02/2020
    Bbtsec
    Richmond, VA
  • 08/2013 → 05/2017
    University Of Georgia
    Athens, GA
  • 05/2017 → 06/2017
    Troutman Sanders Llp
    Atlanta, GA
  • 07/2022 → Present
    Hb Wealth Management, Llc
    Atlanta, GA
  • 02/2020 → 07/2022
    Atlanta Financial
    Atlanta, GA
Previous Registrations
  • 2018-06-15 → 2020-02-24
    Bb&T Securities, Llc
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-14
  • S66 Uniform Combined State Law Examination
    2018-06-14
Designations

View on SEC IAPD

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Other Investors

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CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA
EQUITY SERVICES, INC. · ATLANTA, GA

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