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Inactive

Emilio Lincoln Egea

Hb Wealth

Towson, MD

Atlanta, GA

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Current Employers
Hb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-08-04
NY RA APPROVED 2026-08-04
  • MD RA
    APP_PEND_IARCE
    Since 2026-08-04
  • NY RA
    APPROVED
    Since 2026-08-04

Branch Locations

1 West Pennsylvania Ave Suite 800, Towson, MD 21204 • 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
Hb Wealth (Fka Wms Partners, Llc) Towson MD 07/2021 09/2025
Loyola University Baltimore MD 09/2016 07/2021
Seton Hall Preparatory School West Orange NJ 08/2013 09/2016
Circle Wealth Management, Llc New York NY 10/2025 Present
  • 07/2021 → 09/2025
    Hb Wealth (Fka Wms Partners, Llc)
    Towson, MD
  • 09/2016 → 07/2021
    Loyola University
    Baltimore, MD
  • 08/2013 → 09/2016
    Seton Hall Preparatory School
    West Orange, NJ
  • 10/2025 → Present
    Circle Wealth Management, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-22
  • S65 Uniform Investment Adviser Law Examination
    2023-09-22

View on SEC IAPD

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