Best Investors Account Sign in
Inactive

Marci Jo Kerr

Aprio Wealth Management, LLC

Walnut Creek, CA

Atlanta, GA

Claim This Profile
Current Employers
Aprio Wealth Management, Llc

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-21
CA RA APP_PEND_IARCE 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2026-01-21
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2185 North California Blvd. Suite 350, Walnut Creek, CA 94596 • United States

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aprio Wealth Management, Llc Atlanta GA 09/2022 Present
Aprio Advisory Group Atlanta GA 09/2022 Present
Bny Mellon Newport Beach CA 08/2014 09/2022
  • 09/2022 → Present
    Aprio Wealth Management, Llc
    Atlanta, GA
  • 09/2022 → Present
    Aprio Advisory Group
    Atlanta, GA
  • 08/2014 → 09/2022
    Bny Mellon
    Newport Beach, CA
Previous Registrations
  • 2014-01-06 → 2014-04-21
    Fnb Wealth Management
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-24
  • S65 Uniform Investment Adviser Law Examination
    2022-09-24

View on SEC IAPD

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor