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RIA / WealthAdvisorCertified Financial Planner18 years in industry

JEREMY THOMAS DUNLOP

Advisor at HB WEALTH

Palm Beach Gardens, FL | ATLANTA, GA

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Search this name across graphsid dfx:ria:aa22c099-2e79-4c22-a71c-bdd5d8cf9e56

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Dec 19, 2007 to Sep 14, 2026

Across DFX

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.

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: Dec 17, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 17, 2007
First registration: Dec 19, 2007
Dual registered: no
Other names: JEREMY ^T^THOMAS DUNLOP|JEREMY T DUNLOP|JEREMY THOMAS DUNLOP|JEREMY THOMAS DUNLOP|JEREMY T DUNLOP
IAPD individual key: 5298142

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	Jun 15, 2026	n/a	yes	Palm Beach Gardens, FL\|ATLANTA, GA	Current employment
HAMILTON CAPITAL	Independent wealth	Apr 8, 2022	May 26, 2026	no	Palm Beach, FL\|COLUMBUS, OH\|Palm Beach Gardens, FL	Previous registration
BDO WEALTH ADVISORS, LLC	Former SEC adviser	Aug 21, 2017	Feb 2, 2022	no	Fort Lauderdale, FL	Previous registration
SIGNET FINANCIAL MANAGEMENT, LLC	Independent wealth	Sep 15, 2015	Aug 7, 2017	no	PALM BEACH, FL\|PARSIPPANY, NJ	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Apr 2, 2014	Aug 20, 2015	no	BOCA RATON, FL\|PALM BEACH GARDENS, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 15, 2009	Mar 11, 2014	no	Pittsburgh, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 19, 2007	Apr 27, 2009	no	SEWICKLEY, PA	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
HAMILTON CAPITAL	HB WEALTH	May 26, 2026	Jun 15, 2026	20	Firm change	RIA to RIA
BDO WEALTH ADVISORS, LLC	HAMILTON CAPITAL	Feb 2, 2022	Apr 8, 2022	65	Firm change	RIA to RIA
SIGNET FINANCIAL MANAGEMENT, LLC	BDO WEALTH ADVISORS, LLC	Aug 7, 2017	Aug 21, 2017	14	Firm change	Other
ADVICE AND PLANNING SERVICES	SIGNET FINANCIAL MANAGEMENT, LLC	Aug 20, 2015	Sep 15, 2015	26	Firm change	Other
CHARLES SCHWAB & CO., INC.	ADVICE AND PLANNING SERVICES	Mar 11, 2014	Apr 2, 2014	22	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	Apr 27, 2009	Jul 15, 2009	79	Firm change	Wirehouse to ibd

Relationships

Registered with (7)

→ HB WEALTHRegistered adviserregistration: current employment
Jun 15, 2026 to presentfactForm ADV
→ HAMILTON CAPITALRegistered adviserregistration: previous registration
Apr 8, 2022 to May 26, 2026factForm ADV
→ BDO WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 21, 2017 to Feb 2, 2022factForm ADV
→ SIGNET FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 15, 2015 to Aug 7, 2017factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 2, 2014 to Aug 20, 2015factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 15, 2009 to Mar 11, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 19, 2007 to Apr 27, 2009factForm ADV

Dated events

Occurred
May 26, 2026
Advisor changed firm
Jeremy Thomas Dunlop left Hamilton Capital for Hb Wealth (registered 2026-06-15)
Form ADVobserved 4 days ago
Occurred
Feb 2, 2022
Advisor changed firm
Jeremy Thomas Dunlop left Bdo Wealth Advisors, Llc for Hamilton Capital (registered 2022-04-08)
Form ADVobserved 4 days ago