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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-11-12 |
Branch Locations
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
7101 College Blvd. Suite 900, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prism Financial Group, L.L.C. | Overland Park | KS | 11/2018 | Present |
| Keen Wealth Advisors | Overland Park | KS | 01/2016 | 11/2018 |
| Ottawa University | Ottawa | KS | 05/2015 | 05/2017 |
| Aprio Wealth Management, Llc | Atlanta | GA | 11/2025 | Present |
| Aprio Advisory Group | Atlanta | GA | 11/2025 | Present |
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