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Nathan Kruzan Wilinski

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 2025-05-19
  • GA RA
    APPROVED
    Since 2025-05-19

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
Mass Mutual Life Insurance Co Atlanta GA 09/2017 02/2019
Mml Investors Services, Llc Atlanta GA 03/2018 02/2019
Goucher College Townson MD 08/2013 05/2017
Picket Fence Financial Bel Air MD 10/2016 05/2017
Unemployed Atlanta GA 06/2017 09/2017
Bold Catering & Design Atlanta GA 10/2017 12/2022
Cambridge Investment Research, Inc. Fairfield IA 02/2019 12/2022
Longview Wealth Management Atlanta GA 03/2019 11/2024
M. S. Howells & Co. Scottsdale AZ 01/2023 12/2023
Tbw Enterprises Llc Denver CO 08/2024 11/2024
Hb Wealth Management, Llc Atlanta GA 12/2024 Present
  • 09/2017 → 02/2019
    Mass Mutual Life Insurance Co
    Atlanta, GA
  • 03/2018 → 02/2019
    Mml Investors Services, Llc
    Atlanta, GA
  • 08/2013 → 05/2017
    Goucher College
    Townson, MD
  • 10/2016 → 05/2017
    Picket Fence Financial
    Bel Air, MD
  • 06/2017 → 09/2017
    Unemployed
    Atlanta, GA
  • 10/2017 → 12/2022
    Bold Catering & Design
    Atlanta, GA
  • 02/2019 → 12/2022
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2019 → 11/2024
    Longview Wealth Management
    Atlanta, GA
  • 01/2023 → 12/2023
    M. S. Howells & Co.
    Scottsdale, AZ
  • 08/2024 → 11/2024
    Tbw Enterprises Llc
    Denver, CO
  • 12/2024 → Present
    Hb Wealth Management, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-21
  • S66 Uniform Combined State Law Examination
    2018-08-21
Designations
Other Names
  • Nate Kruzan Wilinski
  • Nathan Wilinski

View on SEC IAPD

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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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