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RIA / WealthAdvisor21 years in industry

WILLIAM TRAVIS MCKINNEY

Advisor at HB WEALTH

ATLANTA, GA

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Search this name across graphsid dfx:ria:7d98e084-74a2-513d-958a-07aeb751578b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Nov 9, 2011 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William Travis Mckinney

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 12, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 12, 2005
First registration: Nov 9, 2011
Dual registered: no
Other names: WILLIAM T. MCKINNEY|W TRAVIS MCKINNEY|TRAVIS MCKINNEY
IAPD individual key: 4955347

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HB WEALTH	Independent wealth	Nov 17, 2022	n/a	yes	ATLANTA, GA	Current employment
GRATUS CAPITAL, LLC	Former SEC adviser	Aug 13, 2019	Sep 28, 2022	no	ATLANTA, GA	Previous registration
CHOREO, LLC	Independent wealth	Mar 21, 2017	Apr 22, 2019	no	CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Nov 9, 2011	Feb 24, 2017	no	CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GRATUS CAPITAL, LLC	HB WEALTH	Sep 28, 2022	Nov 17, 2022	50	Firm change	RIA to RIA
CHOREO, LLC	GRATUS CAPITAL, LLC	Apr 22, 2019	Aug 13, 2019	113	Firm change	RIA to RIA
CETERA ADVISOR NETWORKS LLC	CHOREO, LLC	Feb 24, 2017	Mar 21, 2017	25	Firm change	Other

Relationships

Registered with (4)

→ HB WEALTHRegistered adviserregistration: current employment
Nov 17, 2022 to presentfactForm ADV
→ GRATUS CAPITAL, LLCRegistered adviserregistration: previous registration
Aug 13, 2019 to Sep 28, 2022factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Mar 21, 2017 to Apr 22, 2019factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Nov 9, 2011 to Feb 24, 2017factForm ADV

Dated events

Occurred
Sep 28, 2022
Advisor changed firm
William Travis Mckinney left Gratus Capital, Llc for Hb Wealth (registered 2022-11-17)
Form ADVobserved 5 days ago