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Reading the graph
Advisor at HB WEALTH
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HB WEALTH | Independent wealth | Jul 31, 2025 | n/a | yes | ATLANTA, GA | Current employment |
| PALISADES HUDSON ASSET MANAGEMENT, L.P. | Independent wealth | Aug 20, 2021 | Jun 30, 2025 | no | Atlanta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PALISADES HUDSON ASSET MANAGEMENT, L.P. | HB WEALTH | Jun 30, 2025 | Jul 31, 2025 | 31 | Firm change | RIA to RIA |