DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at HB WEALTH
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HB WEALTH | Independent wealth | Sep 11, 2025 | n/a | yes | ATLANTA, GA | Current employment |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | May 8, 2020 | Aug 14, 2025 | no | ATLANTA, GA|PLYMOUTH, MN | Previous registration |
| JOYN ADVISORS, INC. | Former SEC adviser | Jun 19, 2018 | Apr 30, 2020 | no | ATLANTA, GA | Previous registration |
| PERSONAL CAPITAL ADVISORS CORPORATION | Former SEC adviser | Sep 14, 2017 | Apr 18, 2018 | no | Atlanta, GA|GREENWOOD VILLAGE, CO|ATLANTA, GA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 2, 2013 | Sep 21, 2017 | no | DUNWOODY, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | HB WEALTH | Aug 14, 2025 | Sep 11, 2025 | 28 | Firm change | Ibd to RIA |
| JOYN ADVISORS, INC. | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Apr 30, 2020 | May 8, 2020 | 8 | Firm change | RIA to ibd |
| PERSONAL CAPITAL ADVISORS CORPORATION | JOYN ADVISORS, INC. | Apr 18, 2018 | Jun 19, 2018 | 62 | Firm change | RIA to RIA |
| STRATEGIC ADVISERS LLC | PERSONAL CAPITAL ADVISORS CORPORATION | Sep 21, 2017 | Sep 14, 2017 | -7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106725:116407:GA:2020-04-30 | Apr 30, 2020 | May 8, 2020 | ATLANTA, GA | Firm change |