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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
4235 Hillsboro Pike # 100, Nashville, TN 37215 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2015 | 11/2016 |
| Hawsgoodwin Wealth | Franklin | TN | 05/2015 | 12/2021 |
| Mercer Global Advisors | Franklin | TN | 01/2022 | 04/2022 |
| Aprio Wealth Management, Llc | Atlanta | GA | 04/2022 | Present |
| Aprio Advisory Group | Atlanta | GA | 04/2022 | Present |
| Aprio Risk Management, Llc | Atlanta | GA | 08/2022 | Present |
APRIO RISK MANAGEMENT, LLC; POSITION: AGENT; NATURE: INSURANCE SALES; INVESTMENT RELATED: NO; NUMBER OF HOURS: AS NEEDED; START DATE: 8/2022; ADDRESS: 2002 SUMMIT BLVD, STE. 120 ATLANTA, GA 30319; DESCRIPTION: SALES OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-26 |
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