Best Investors
Account
Sign in
Best Investors
Account
Sign in
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Aprio Wealth Management, Llc | Atlanta | GA | 01/2020 | Present |
| Valor Bridges Partners | Atlanta | GA | 05/2013 | 01/2020 |
| Aprio Advisory Group | Atlanta | GA | 01/2020 | Present |
THE WALLIS ADVISORY GROUP; NOT INVESTMENT-RELATED; NEW YORK; FOUNDER; 2012; APPROXIMATELY 0 HRS/MO; THE ENTITY EXISTS BUT IS NOT CURRENTLY BEING USED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-02-15 |
Reach out to this advisor