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RIA / WealthAdvisorCertified Financial Planner21 years in industry

Cynthia Rose Wilson

Advisor at HB WEALTH

Alpharetta, GA

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Search this name across graphsid dfx:ria:ac5a0da1-53bb-ea54-99d1-5e1cf67c1f9b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 2, 2005 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: Mar 1, 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: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 1, 2005
First registration: Mar 2, 2005
Dual registered: no
Other names: CINDY ELGIE|CYNTHIA WLGIE|CYNTHIA ELGIE|CINDY WILSON|CYNTHIA ROSE ELGIE
IAPD individual key: 4896116

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	Sep 20, 2022	n/a	yes	Alpharetta, GA	Current employment
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	May 7, 2020	Jun 21, 2022	no	PLYMOUTH, MN\|Atlanta, GA	Previous registration
GV FINANCIAL ADVISORS, INC.	n/a	Oct 17, 2007	Dec 6, 2011	no	ATLANTA, GA	Previous registration
JOYN ADVISORS, INC.	Former SEC adviser	Oct 17, 2007	Apr 30, 2020	no	ATLANTA, GA	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 15, 2007	Dec 2, 2019	no	ATLANTA, GA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Mar 2, 2005	Nov 9, 2006	no	BEVERLY HILLS, CA\|BEVERLY HILLS, CA\|Atlanta, GA	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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	HB WEALTH	Jun 21, 2022	Sep 20, 2022	91	Firm change	Ibd to RIA
JOYN ADVISORS, INC.	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Apr 30, 2020	May 7, 2020	7	Firm change	RIA to ibd
SECURIAN FINANCIAL SERVICES, INC.	GV FINANCIAL ADVISORS, INC.	Dec 2, 2019	Oct 17, 2007	-4,429	Firm change after gap	Other
GV FINANCIAL ADVISORS, INC.	JOYN ADVISORS, INC.	Dec 6, 2011	Oct 17, 2007	-1,511	Firm change after gap	Other
RBC CAPITAL MARKETS, LLC	SECURIAN FINANCIAL SERVICES, INC.	Nov 9, 2006	Oct 15, 2007	340	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
106725:116407:GA:2020-04-30	Apr 30, 2020	May 7, 2020	ATLANTA, GA	Firm change

Relationships

Registered with (6)

→ HB WEALTHRegistered adviserregistration: current employment
Sep 20, 2022 to presentfactForm ADV
→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 7, 2020 to Jun 21, 2022factForm ADV
→ JOYN ADVISORS, INC.Registered adviserregistration: previous registration
Oct 17, 2007 to Apr 30, 2020factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 15, 2007 to Dec 2, 2019factForm ADV
→ GV FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 17, 2007 to Dec 6, 2011factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Mar 2, 2005 to Nov 9, 2006factForm ADV

Dated events

Occurred
Jun 21, 2022
Advisor changed firm
Cynthia Rose Wilson left Wealth Enhancement Advisory Services, Llc for Hb Wealth (registered 2022-09-20)
Form ADVobserved 4 days ago