Best Investors Account Sign in
Inactive

James Randolph Loving

Aprio Wealth Management, LLC

Atlanta, GA

Claim This Profile
Current Employers
Aprio Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
Other Names
  • Randy Loving
  • J Randy Loving
  • J Randolph Loving
  • James R Loving

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor