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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-18 |
| CO | RA | APPROVED | 2026-01-09 |
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 |
|---|---|---|---|---|
| Citywide Banks (Heartland Financial) | Denver | CO | 08/2016 | 02/2020 |
| Lpl Financial Llc | Denver | CO | 02/2019 | 02/2020 |
| Investment Trust Company | Denver | CO | 02/2020 | 07/2023 |
| Prism Financial Group, L.L.C. | Overland Park | KS | 08/2023 | 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) 4/1/2023 - Finbits Media LLC - not investment related - 3 Purple Plum, Littleton, CO 80127 - financial education blog and speaker - Owner - 10 hours per month - write blog about economy 2 times per month. Book entitled "NOT ANOTHER LECTURE 20 finbits of unsolicited Dad wisdom about money" 2) Life Insurance license -not investment related - 3 Purple Plum, Littleton, CO 80127 - Insurance agent/sales - sales - 2 hours per month - 6/1/2020 - insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-11 |
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