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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist|Chartered Financial Analyst24 years in industry

PHILIP HAROLD CLINKSCALES

Advisor at HB WEALTH

ATLANTA, GA

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Search this name across graphsid dfx:ria:d33293ec-b0c0-2fd6-356c-55098c2b1855

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 30, 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: Aug 20, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Personal Financial Specialist|Chartered Financial Analyst
Exams: S63|S65
First exam: Aug 20, 2002
First registration: Jan 30, 2007
Dual registered: no
Other names: PHILIP HAROLD CLINKSCALES
IAPD individual key: 4552373

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	Nov 8, 2021	n/a	yes	ATLANTA, GA	Current employment
HOMRICH BERG	Former SEC adviser	Jan 30, 2019	Nov 21, 2021	no	ATLANTA, GA	Previous registration
SOUNDRIVER ADVISORS, LLC	n/a	Feb 1, 2013	Jan 28, 2019	no	ATLANTA, GA	Previous registration
PPA ADVISORY SERVICES, INC.	Former SEC adviser	Aug 6, 2008	Feb 1, 2013	no	ROSWELL, GA	Previous registration
CLINKSCALES CAPITAL ADVISORS, LLC	n/a	Jan 30, 2007	Feb 1, 2008	no	ROSWELL, 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
HOMRICH BERG	HB WEALTH	Nov 21, 2021	Nov 8, 2021	-13	Bulk transfer	RIA to RIA
SOUNDRIVER ADVISORS, LLC	HOMRICH BERG	Jan 28, 2019	Jan 30, 2019	2	Firm change	Other
PPA ADVISORY SERVICES, INC.	SOUNDRIVER ADVISORS, LLC	Feb 1, 2013	Feb 1, 2013	0	Firm change	Other
CLINKSCALES CAPITAL ADVISORS, LLC	PPA ADVISORY SERVICES, INC.	Feb 1, 2008	Aug 6, 2008	187	Firm change	Other

Relationships

Registered with (5)

→ HB WEALTHRegistered adviserregistration: current employment
Nov 8, 2021 to presentfactForm ADV
→ HOMRICH BERGRegistered adviserregistration: previous registration
Jan 30, 2019 to Nov 21, 2021factForm ADV
→ SOUNDRIVER ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 1, 2013 to Jan 28, 2019factForm ADV
→ PPA ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Aug 6, 2008 to Feb 1, 2013factForm ADV
→ CLINKSCALES CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 30, 2007 to Feb 1, 2008factForm ADV

Dated events

No dated event names this entity yet.