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Ian Davis

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 2025-11-07
  • GA RA
    APPROVED
    Since 2025-11-07

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
Arkadios Capital Atlanta GA 01/2024 01/2025
Caddie Services Llc Atlanta GA 05/2019 12/2023
Turnerboone Atlanta GA 01/2019 04/2019
Tribe Bicycle Co. New York NY 11/2016 01/2019
Nobletree Coffee New York NY 09/2015 11/2016
Excelsior Bike Shop New York NY 03/2015 10/2016
Arkadios Wealth Advisors Atlanta GA 01/2024 01/2025
Hb Wealth Management, Llc Atlanta GA 02/2025 Present
  • 01/2024 → 01/2025
    Arkadios Capital
    Atlanta, GA
  • 05/2019 → 12/2023
    Caddie Services Llc
    Atlanta, GA
  • 01/2019 → 04/2019
    Turnerboone
    Atlanta, GA
  • 11/2016 → 01/2019
    Tribe Bicycle Co.
    New York, NY
  • 09/2015 → 11/2016
    Nobletree Coffee
    New York, NY
  • 03/2015 → 10/2016
    Excelsior Bike Shop
    New York, NY
  • 01/2024 → 01/2025
    Arkadios Wealth Advisors
    Atlanta, GA
  • 02/2025 → Present
    Hb Wealth Management, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-12
S63 Uniform Securities Agent State Law Examination 2023-08-15
  • S65 Uniform Investment Adviser Law Examination
    2024-02-12
  • S63 Uniform Securities Agent State Law Examination
    2023-08-15

View on SEC IAPD

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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

More in Atlanta, GA

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