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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-28 |
Branch Locations
Minneapolis, MN • United States
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 |
|---|---|---|---|---|
| Hewins Financial Advisors, Llc | Edina | MN | 04/2015 | 10/2017 |
| Hewins Financial Advisors Llc | Edina | MN | 10/2017 | 05/2018 |
| Wiplfi Financial Advisors, Llc | Minneapolis | MN | 06/2018 | 05/2022 |
| Wipfli Financial Advisors, Llc | Minneapolis | MN | 06/2022 | 09/2022 |
| Creative Planning, Llc | Minneapolis | MN | 10/2022 | 08/2023 |
| The Mather Group, Llc | Chicago | IL | 08/2023 | 01/2025 |
| Aprio Wealth Management, Llc | Atlanta | GA | 03/2025 | Present |
| Aprio Advisory Group | Atlanta | GA | 03/2025 | Present |
BETH EL SYNAGOGUE; NOT INVESTMENT-RELATED; ST LOUIS PARK, MINNESOTA; PRESIDENT; START DATE: 2024; APPROXIMATELY 15 HRS/MO OUTSIDE TRADING HOURS; LEAD THE BOARD OF DIRECTORS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-06 |
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