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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

BRYAN MICHAEL LOPEZ

Advisor at WMS PARTNERS, LLC

ATLANTA, GA | Towson, MD | Columbia, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:89e76f5c-2275-c9a4-cf94-d7e314c617a7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Aug 24, 2011 to Sep 15, 2026

Across DFX

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

Private Equityidentity

Bryan Michael Lopez

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: WMS PARTNERS, LLC
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Aug 24, 2011
Dual registered: no
IAPD individual key: 5960705

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
WMS PARTNERS, LLC	Former SEC adviser	Aug 4, 2025	n/a	yes	Towson, MD	Current employment
HB WEALTH	Independent wealth	Jan 22, 2025	n/a	yes	Columbia, MD\|ATLANTA, GA	Current employment
WMS PARTNERS, LLC	Former SEC adviser	Jun 11, 2025	Jun 27, 2025	no	TOWSON, MD	Previous registration
WMS PARTNERS, LLC	Former SEC adviser	Aug 24, 2011	Feb 10, 2025	no	TOWSON, MD	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
WMS PARTNERS, LLC	HB WEALTH	Feb 10, 2025	Jan 22, 2025	-19	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109971:316731:MD:2025-01-30	Feb 10, 2025	Jan 22, 2025	TOWSON, MD	Firm change

Relationships

Registered with (2)

→ WMS PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 11, 2025 to Jun 27, 2025factForm ADV
→ HB WEALTHRegistered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV

Dated events

Occurred
Feb 10, 2025
Advisor changed firm
Bryan Michael Lopez left Wms Partners, Llc for Hb Wealth (registered 2025-01-22)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89e76f5c-2275-c9a4-cf94-d7e314c617a7
First observed: Aug 24, 2011
Last observed: Sep 15, 2026 5 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.

BRYAN MICHAEL LOPEZ

Advisor at WMS PARTNERS, LLC

ATLANTA, GA | Towson, MD | Columbia, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:89e76f5c-2275-c9a4-cf94-d7e314c617a7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WMS PARTNERS, LLC

Former SEC adviser

Aug 4, 2025

n/a

yes

Towson, MD

Current employment

HB WEALTH

Independent wealth

Jan 22, 2025

n/a

yes

Columbia, MD|ATLANTA, GA

Current employment

WMS PARTNERS, LLC

Former SEC adviser

Jun 11, 2025

Jun 27, 2025

TOWSON, MD

Previous registration

WMS PARTNERS, LLC

Former SEC adviser

Aug 24, 2011

Feb 10, 2025

TOWSON, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WMS PARTNERS, LLC

HB WEALTH

Feb 10, 2025

Jan 22, 2025

-19

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

109971:316731:MD:2025-01-30

Feb 10, 2025

Jan 22, 2025

TOWSON, MD

Firm change