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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
Branch Locations
350 Fifth Avenue Suite 3920, New York, NY 10118 • 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 |
|---|---|---|---|---|
| Tarlow & Co., Cpa | New York | NY | 01/2005 | 01/2021 |
| Axa Advisors, Llc | New York | NY | 10/2001 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2001 | 04/2021 |
| Aprio Wealth Management, Llc | Atlanta | GA | 04/2021 | Present |
| Aprio Risk Management, Llc | Atlanta | GA | 04/2021 | Present |
| Aprio Advisory Group | New York | NY | 01/2021 | Present |
APRIO ADVISORY GROUP POSITION: PARTNER, NATURE: CPA ADVISORY SERVICES FIRM, INVESTMENT RELATED: NO, NUMBER OF HOURS: 220, START DATE: 01/2021, ADDRESS: 350 FIFTH AVENUE, SUITE 3920, NEW YORK, NY 10118, DESCRIPTION: CPA APRIO RISK MANAGEMENT POSITION: AGENT, NATURE: INSURANCE SALES, INVESTMENT RELATED: NO, NUMBER OF HOURS: 40, START DATE: 04/2020 ADDRESS: 350 FIFTH AVENUE, SUITE 3920, NEW YORK, NY 10118, DESCRIPTION: SALES OF INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-31 |
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