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.

Current firm

HB WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 9, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Nov 9, 2002

First registration

Nov 8, 2011

Dual registered

no

Other names

T. RYAN BEST

IAPD individual key

4579896

• Occurred

  Jul 15, 2024
  Advisor changed firm

  Timothy Ryan Best left Truist Advisory Services, Inc. for Hb Wealth (registered 2024-10-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5a4f8f83-0d1a-6b2c-b1e3-1feba0d51c98

First observed

Nov 8, 2011

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.