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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-18 |
Branch Locations
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
35 E. Wacker Dr Suite 690, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anthem Inc. | Cincinnati | OH | 08/2019 | 12/2019 |
| Richwood Investment Advisors, Llc | Cincinnati | OH | 05/2021 | 08/2021 |
| Aspiriant, Llc | Cincinnati | OH | 05/2022 | 03/2024 |
| Corient Private Wealth, Llc | Chicago | IL | 04/2024 | 01/2026 |
| Aprio Wealth Management, Llc | Chicago | IL | 03/2026 | Present |
| Student | Cincinnati | OH | 08/2019 | 05/2022 |
| Student | Cincinnati | OH | 04/2016 | 08/2019 |
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