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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Full-Time Student | Athens | GA | 07/2011 | 05/2021 |
| Cannon Financial Strategists, Inc | Athens | GA | 06/2021 | 05/2025 |
| Mio Partners, Inc. | Atlanta | GA | 05/2025 | 07/2026 |
| Aprio Wealth Management, Llc | Atlanta | GA | 07/2026 | Present |
A 1099 contractor, helping to assemble tennis leagues in the Athens, GA area for UTR Sports (www.utrsports.net), headquartered in Palo Alto, CA. This is not investment related. Started in April 2023 Typical time spent is three hours per week, not during normal business hours. Duties include communicating with potential players, implementing the rules, and matching opponents for players, plus scheduling.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-22 |
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