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Advisor at HB WEALTH
Towson, MD | ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HB WEALTH | Independent wealth | Feb 5, 2025 | n/a | yes | Towson, MD|ATLANTA, GA | Current employment |
| WMS PARTNERS, LLC | Former SEC adviser | Dec 20, 2013 | Feb 7, 2025 | no | TOWSON, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WMS PARTNERS, LLC | HB WEALTH | Feb 7, 2025 | Feb 5, 2025 | -2 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109971:316731:MD:2025-01-30 | Feb 7, 2025 | Feb 5, 2025 | TOWSON, MD | Firm change |