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Scott Joseph Barnas

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 2021-04-13
  • GA RA
    APPROVED
    Since 2021-04-13

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
Metlife Securities Inc Atlanta GA 03/2012 03/2017
Massachusetts Mutual Life Insurance Company Peachtree Corners GA 07/2016 01/2021
Mml Investors Services, Llc Peachtree Corners GA 03/2017 01/2021
Aprio Wealth Management, Llc Atlanta GA 01/2021 Present
Aprio Advisory Group Atlanta GA 01/2021 Present
  • 03/2012 → 03/2017
    Metlife Securities Inc
    Atlanta, GA
  • 07/2016 → 01/2021
    Massachusetts Mutual Life Insurance Company
    Peachtree Corners, GA
  • 03/2017 → 01/2021
    Mml Investors Services, Llc
    Peachtree Corners, GA
  • 01/2021 → Present
    Aprio Wealth Management, Llc
    Atlanta, GA
  • 01/2021 → Present
    Aprio Advisory Group
    Atlanta, GA
Previous Registrations
  • 2017-03-25 → 2021-01-20
    Mml Investors Services, Llc
    Peachtree Corners, GA
  • 2012-05-01 → 2017-03-25
    Msi Financial Services, Inc.
    Springfield, MA
    Charlotte, NC
    Atlanta, GA
    Somerset, NJ
    Atlanta, GA
  • 2012-05-01 → 2015-01-02
    New England Securities
    New York, NY
    Charlotte, NC
    Atlanta, GA
    Somerset, NJ
  • 2009-06-01 → 2011-12-21
    Morgan Stanley
    Purchase, NY
  • 1998-01-12 → 2009-06-01
    Citigroup Global Markets Inc.
    Sarasota, FL
    New York, NY
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-06-09
S65 Uniform Investment Adviser Law Examination 1997-06-05
  • S63 Uniform Securities Agent State Law Examination
    1997-06-09
  • S65 Uniform Investment Adviser Law Examination
    1997-06-05
Designations

View on SEC IAPD

Other Firms

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HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

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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