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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED_RES | 2017-07-26 |
| GA | RA | APPROVED | 2014-03-04 |
Branch Locations
8400 East Prentice Ave Suite 1300, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Aprio Risk Management, Llc | Atlanta | GA | 10/2013 | Present |
| Aprio Strategic Partners | Atlanta | GA | 04/2014 | 12/2017 |
| Aprio Wealth Management, Llc | Atlanta | GA | 04/2014 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2013 | 11/2024 |
| Aprio Advisory Group | Atlanta | GA | 04/2014 | Present |
1) BULLSEYE TRAINING CLUB, LLC, 6170 HEARDS CREEK DRIVE, ATLANTA, GA 30328, VICE PRESIDENT & SECRETARY, WIFES FIREARMS SAFETY AND TRAINING COMPANY, APPROX FEW HRS/MONTH, NON-INVESTMENT RELATED, START DATE 2/15/13. 2) APRIO WEALTH MANAGEMENT, CEO/RIA INVESTMENT RELATED 2002 SUMMIT BLVD, STE 120 ATLANTA, GA 30319 PRIMARY BUSINESS 3) APRIO RISK MANAGEMENT, AGENT INSURANCE 2002 SUMMIT BLVD, STE 120 ATLANTA GA 30319 ON AN AS NEEDED BASIS; NOT INVESTMENT RELATED 4) PERSONAL INVESTMENTS. OPI. PRIVATE ENTITY AND REAL ESTATE. 5) APRIO ADVISORY GROUP NOT INVESTMENT RELATED. PARTNER. CPA FIRM. 2002 SUMMIT BLVD, STE 120 ATLANTA, GA 30319 PARTNER IN FIRM RUN WEALTH MANAGEMENT GROUP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-18 |
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