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Current Employers
Aprio Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-11-12
  • KS RA
    APPROVED
    Since 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

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
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
  • 11/2018 → Present
    Prism Financial Group, L.L.C.
    Overland Park, KS
  • 01/2016 → 11/2018
    Keen Wealth Advisors
    Overland Park, KS
  • 05/2015 → 05/2017
    Ottawa University
    Ottawa, KS
  • 11/2025 → Present
    Atlanta, GA
  • 11/2025 → Present
    Aprio Advisory Group
    Atlanta, GA
Previous Registrations
  • 2020-10-28 → 2025-12-03
    Prism Financial Group, L.L.C.
    Overland Park, KS
Designations

View on SEC IAPD

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