Davi Kutner

Current Employers

Employment History

• 07/2015 → 12/2017
  Aprio Strategic Partners, Llc
  Atlanta, GA
• 07/2015 → Present
  Aprio Wealth Management, Llc
  Atlanta, GA
• 07/2015 → Present
  Aprio Advisory Group
  Atlanta, GA
• 07/2015 → Present
  Aprio Risk Management, Llc
  Atlanta, GA

Previous Registrations

• 2007-08-08 → 2015-08-06
  Securian Financial Services, Inc.
  Atlanta, GA
• 2007-07-16 → 2015-07-30
  Joyn Advisors, Inc.
  Atlanta, GA
• 2007-07-16 → 2011-12-06
  Gv Financial Advisors, Inc.
  Atlanta, GA
• 2004-03-03 → 2005-11-10
  Allied Consulting Group
  Los Angeles, CA

Other Businesses

1. HILLELS OF GEORGIA, ATLANTA, GA; NON INVESTMENT-RELATED; COMMITTEE MEMBER OF THE ENDOWMENT COMMITTEE; 2019 TO PRESENT; 1 HR/QUARTER WITH 0 HOURS DURING TRADING HOURS 2. APRIO RISK MANAGEMENT, AGENT INSURANCE 2002 SUMMIT BLVD, STE 120 ATLANTA GA 30319 ON AN AS NEEDED BASIS; INVESTMENT RELATED: NO 3. ATLANTA JEWISH ACADEMY; NOT INVESTMENT-RELATED; ATLANTA, GA; BOARD OF TRUSTEES MEMBER; STARTED 8/2020; APPROXIMATELY 6 HRS/MO OUTSIDE TRADING HOURS 4. APRIO, LLP POSITION: EMPLOYEE/PARTNER, NATURE: CPA FIRM, INVESTMENT RELATED: NO, NUMBER OF HOURS: 220, SECURITIES TRADING HOURS: 160, START DATE: 07/2015, ADDRESS: ATLANTA, GA, DESCRIPTION: CPA, SPEAKING

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-12-29
• S65 Uniform Investment Adviser Law Examination
  2004-02-02

Designations