Inactive

James Randolph Loving

Aprio Wealth Management, LLC

CRD 6520652

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Employer firm

Aprio Wealth Management, LLC CRD 127333

$4.15B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Aprio Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-06-03
TX	RA	APPROVED	2026-01-20

GA RA
APPROVED

Since 2026-06-03
TX RA
APPROVED

Since 2026-01-20

Branch Locations

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

Organization	City	State	From	To
A Montag & Associates, Inc.	Atlanta	GA	06/2015	10/2025
Aprio Wealth Management, Llc	Atlanta	GA	10/2025	Present
Aprio Advisory Group	Atlanta	GA	10/2025	Present

06/2015 → 10/2025

A Montag & Associates, Inc.

Atlanta, GA
10/2025 → Present

Aprio Wealth Management, Llc

Atlanta, GA
10/2025 → Present

Aprio Advisory Group

Atlanta, GA

Previous Registrations

2015-08-20 → 2025-10-15

Montag

Atlanta, GA

Designations

Chartered Financial Analyst

Other Names

Randy Loving
J Randy Loving
J Randolph Loving
James R Loving

View on SEC IAPD

Nearby Firms

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Nearby Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

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