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Todd Michael Wickwire

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 APPROVED 2025-01-31
  • MD RA
    APPROVED
    Since 2025-01-31

Branch Locations

1 West Pennsylvania Avenue 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
Wells Fargo Securities, Llc Charlotte NC 07/2003 02/2019
Wms Partners, Llc Towson MD 02/2019 01/2025
Hb Wealth Management, Llc Towson MD 01/2025 Present
  • 07/2003 → 02/2019
    Wells Fargo Securities, Llc
    Charlotte, NC
  • 02/2019 → 01/2025
    Wms Partners, Llc
    Towson, MD
  • 01/2025 → Present
    Hb Wealth Management, Llc
    Towson, MD
Previous Registrations
Other Businesses

ADJUNCT PROFESSOR AT LOYOLA UNIVERSITY MARYLAND, ZERO HOURS DEVOTED DURING TRADING HOURS, START DATE 1/2015

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-07
S63 Uniform Securities Agent State Law Examination 1997-01-17
  • S65 Uniform Investment Adviser Law Examination
    2019-02-07
  • S63 Uniform Securities Agent State Law Examination
    1997-01-17

View on SEC IAPD

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Other Offices

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LPL FINANCIAL LLC · TOWSON, MD
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LPL FINANCIAL LLC · TOWSON, MD
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