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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 27, 2026 | n/a | yes | ATLANTA, GA | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 30, 2024 | Jul 14, 2026 | no | JACKSONVILLE BEACH, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | HB WEALTH | Jul 14, 2026 | Jul 27, 2026 | 13 | Firm change | Ibd to RIA |