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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-11-05 |
Branch Locations
7101 College Blvd. Suite 900, Overland Park, KS 66210 • United States
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Overland Park | KS | 02/1999 | 11/2018 |
| Prism Financial Group, Llc | Overland Park | KS | 04/1999 | Present |
| Aprio Wealth Management, Llc | Atlanta | GA | 11/2025 | Present |
| Aprio Advisory Group | Atlanta | GA | 11/2025 | Present |
| Aprio Risk Management, Llc | Atlanta | GA | 11/2025 | Present |
1)INDEPENDENT INSURANCE AGENT, 7101 COLLEGE BLVD STE 900, OVERLAND PARK, KS, 12/1999 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 1/WK - 1/TRADING. 2)THE AMERICAN HOME LIFE INSURANCE COMPANY 400 S. KANSAS AVENUE TOPEKA, KS 66601. BEGAN 04/01/2012 AS BOARD MEMBER, PARTICIPATING IN QUARTERLY MEETINGS WITH 5 OTHER BOARD MEMBERS PROVIDING FEEDBACK. WILL NOT BE ABLE TO ACT ON BEHALF OF THE COMPANY AND WILL NOT HAVE CONTROL OVER COMPANY DOLLARS IN ANY MANNER. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MNTH. 2 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-11-02 |
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