Sb Advisory, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

154680

SEC number

801-77380

Firm type

RIA

Assets under management

$1.1B as of Jun 29, 2026

Website

pnwadvisory.com ↗

Phone

404-704-0406

Address

3424 Peachtree Road Ne, Atlanta, GA, 30326-1184

Advisors at this firm

29 in our index · page 1 of 1

• Scott Ryan BabbittCRD 4057681 · Laguna Niguel, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Taylor Elizabeth BauerbandCRD 7069406 · Toms River, NJ
  IA RegisteredBroker
• Charles Allen BirbaraCRD 2669854 · West Hartford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Bruce Alfred BoutaCRD 801450 · Eden Prairie, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Mark BowmanCRD 1621804 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Michael BullochCRD 2541075 · Raleigh, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Thomas BumsteadCRD 4841832 · Sumner, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John CadenaCRD 712192 · Independence, MO
  IA RegisteredBroker
• Matthew Robert ClappCRD 4941909 · Grafton, ND
  IA RegisteredBroker
  Disclosure event(s) on record
• Alan Lee FeinbergCRD 6109781 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• John James ForsterCRD 1303832 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan Edward GrabeCRD 1321797 · Ocala, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Douglas Evan GreenbergCRD 2298830 · West Linn, OR
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Robert Linhart HughesCRD 1403806 · Grand Rapids, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Chelsey Lynn KosterCRD 7154582 · Grand Rapids, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Dennis Chung Kuo KuCRD 4617869 · Lewis Center, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin William La MontCRD 2320875 · Houston, TX
  IA Registered
• Frank E LumpuyCRD 2108307 · Miami, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Alexys Ulando MckenzieCRD 2642827 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Maurice Lawrence NaylonCRD 831841 · Buffalo, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Alec RissCRD 6921797 · Hainesville, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• John Burton RowoldtCRD 2616896 · Chicago, IL
  IA RegisteredBroker
• William Scarr ShefteCRD 4350635 · Charlotte, NC
  IA RegisteredBroker
• Shawn Conan SpellacyCRD 2275119 · Carmichael, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Hyacinth Renee SikesCRD 6032995 · Miami Lakes, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• William John VlahoulisCRD 1039742 · Mills River, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• James L WorkmanCRD 4384208 · Mantua, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven AibelCRD 2692818 · Huntington, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Michael RoumayehCRD 4510051 · Lake Orion, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.