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Advisor at HB WEALTH
Tampa, FL | 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 | Dec 23, 2025 | n/a | yes | Tampa, FL|ATLANTA, GA | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Jun 13, 2019 | Jul 16, 2024 | no | TAMPA, FL|TAMPA, FL | Previous registration |
| GFO ADVISORY SERVICES, LLC | Asset manager | Oct 7, 2011 | Dec 31, 2017 | no | ST. PETERSBURG, FL | Previous registration |
| UNITED BROKERAGE SERVICES INC | Bd affiliated wealth | Jan 27, 2010 | Aug 4, 2011 | no | PARKERSBURG, WV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | HB WEALTH | Jul 16, 2024 | Dec 23, 2025 | 525 | Firm change after gap | Ibd to RIA |
| GFO ADVISORY SERVICES, LLC | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2017 | Jun 13, 2019 | 529 | Firm change after gap | Other |
| UNITED BROKERAGE SERVICES INC | GFO ADVISORY SERVICES, LLC | Aug 4, 2011 | Oct 7, 2011 | 64 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:316731:FL:2024-07-02 | Jul 16, 2024 | Dec 23, 2025 | TAMPA, FL | Firm change after gap |
| 109278:283390:FL:2017-12-31 | Dec 31, 2017 | Jun 13, 2019 | ST PETERSBURG, FL | Firm change after gap |