DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at HB WEALTH
Alpharetta, 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 | Nov 8, 2021 | n/a | yes | Alpharetta, GA | Current employment |
| HOMRICH BERG | Former SEC adviser | Jan 10, 2018 | Nov 16, 2021 | no | Atlanta, GA | Previous registration |
| COMPASS FINANCIAL CONSULTING, LLC | Former SEC adviser | Jul 6, 2007 | Jan 29, 2018 | no | ATLANTA, GA | Previous registration |
| HENSSLER FINANCIAL | Independent wealth | Apr 8, 2003 | Jan 3, 2018 | no | MARIETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HOMRICH BERG | HB WEALTH | Nov 16, 2021 | Nov 8, 2021 | -8 | Bulk transfer | RIA to RIA |
| COMPASS FINANCIAL CONSULTING, LLC | HOMRICH BERG | Jan 29, 2018 | Jan 10, 2018 | -19 | Firm change | Other |
| HENSSLER FINANCIAL | COMPASS FINANCIAL CONSULTING, LLC | Jan 3, 2018 | Jul 6, 2007 | -3,834 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 119100:108189:GA:2018-01-29 | Jan 29, 2018 | Jan 10, 2018 | ATLANTA, GA | Firm change |