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Haley Brooke Patterson

Aprio Wealth Management, LLC

Atlanta, GA

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Current Employers
Aprio Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-05-09
  • GA RA
    APPROVED
    Since 2024-05-09

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
Hamilton's On Magnolia Auburn AL 01/2019 05/2019
Hexagon Ppm Madison AL 06/2019 08/2019
Auburn University Office Of Academic Support Auburn AL 08/2019 05/2020
Goldman Sachs Ayco Atlanta GA 07/2020 08/2020
Goldman Sachs Ayco Atlanta GA 06/2021 08/2022
Auburn University Auburn AL 08/2017 05/2021
Unemployed Huntsville AL 05/2011 08/2017
J.P. Morgan Securities Llc Atlanta GA 08/2022 04/2024
Jpmorgan Chase Bank, N.A. Atlanta GA 08/2022 04/2024
Aprio Wealth Management, Llc Atlanta GA 04/2024 Present
  • 01/2019 → 05/2019
    Hamilton's On Magnolia
    Auburn, AL
  • 06/2019 → 08/2019
    Hexagon Ppm
    Madison, AL
  • 08/2019 → 05/2020
    Auburn University Office Of Academic Support
    Auburn, AL
  • 07/2020 → 08/2020
    Goldman Sachs Ayco
    Atlanta, GA
  • 06/2021 → 08/2022
    Goldman Sachs Ayco
    Atlanta, GA
  • 08/2017 → 05/2021
    Auburn University
    Auburn, AL
  • 05/2011 → 08/2017
    Unemployed
    Huntsville, AL
  • 08/2022 → 04/2024
    J.P. Morgan Securities Llc
    Atlanta, GA
  • 08/2022 → 04/2024
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 04/2024 → Present
    Aprio Wealth Management, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-27
  • S66 Uniform Combined State Law Examination
    2021-08-27
Designations
Other Names
  • Haley B Hanson
  • Haley Brooke Hanson
  • Haley Hanson

View on SEC IAPD

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CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
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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

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