DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst18 years in industry

PAUL A SPEARGAS

Advisor at HB WEALTH

ATLANTA, GA | Towson, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e2fb5ff6-ea01-72da-0cbc-abf2a6d0474d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Jan 27, 2009 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Paul a Speargas

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Mar 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Jan 27, 2009
Dual registered: no
Other names: PAUL R SPEARGAS
IAPD individual key: 5625214

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	Jan 1, 2026	n/a	yes	Towson, MD\|ATLANTA, GA	Current employment
WMS PARTNERS, LLC	Former SEC adviser	Jan 27, 2009	Jan 31, 2025	no	TOWSON, MD	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
WMS PARTNERS, LLC	HB WEALTH	Jan 31, 2025	Jan 1, 2026	335	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109971:316731:MD:2025-01-30	Jan 31, 2025	Jan 1, 2026	TOWSON, MD	Firm change

Relationships

Registered with (2)

→ HB WEALTHRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ WMS PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 27, 2009 to Jan 31, 2025factForm ADV

Dated events

Occurred
Jan 31, 2025
Advisor changed firm
Paul A Speargas left Wms Partners, Llc for Hb Wealth (registered 2026-01-01)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e2fb5ff6-ea01-72da-0cbc-abf2a6d0474d
First observed: Jan 27, 2009
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PAUL A SPEARGAS

Advisor at HB WEALTH

ATLANTA, GA | Towson, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e2fb5ff6-ea01-72da-0cbc-abf2a6d0474d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:15 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

HB WEALTH

Independent wealth

Jan 1, 2026

n/a

yes

Towson, MD|ATLANTA, GA

Current employment

WMS PARTNERS, LLC

Former SEC adviser

Jan 27, 2009

Jan 31, 2025

TOWSON, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WMS PARTNERS, LLC

HB WEALTH

Jan 31, 2025

Jan 1, 2026

335

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

109971:316731:MD:2025-01-30

Jan 31, 2025

Jan 1, 2026

TOWSON, MD

Firm change