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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-11-26 |
Branch Locations
212 West Matthews Street Suite 102, Matthews, NC 28105 • 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 |
|---|---|---|---|---|
| (Dba) L B & A, Cpa, Pllc | Matthews | NC | 09/2004 | 10/2019 |
| Proequities Inc | Matthews | NC | 11/2014 | 11/2019 |
| Hk Financial Services | Dubuque | IA | 12/2014 | 11/2019 |
| Aprio Risk Management, Llc | Atlanta | GA | 11/2019 | Present |
| Aprio Wealth Management, Llc | Atlanta | GA | 11/2019 | Present |
| Aprio Advisory Group | Atlanta | GA | 11/2019 | Present |
APRIO ADVISORY GROUP POSITION: PARTNER, NATURE: CPA FIRM, INVESTMENT RELATED: NO, NUMBER OF HOURS: 220, START DATE: 11/2019, ADDRESS: 212 W. MATTHEWS ST., SUITE 102, MATTHEWS NC 28105, DESCRIPTION: CPA, SPEAKING APRIO RISK MANAGEMENT POSITION: AGENT, NATURE: INSURANCE SALES, INVESTMENT RELATED: NO, NUMBER OF HOURS: 40, START DATE: 11/2019, ADDRESS: 212 W. MATTHEWS ST., SUITE 102, MATTHEWS NC 28105, DESCRIPTION: SALES OF VARIOUS INSURANCE PRODUCTS LBAHS HOLDING, LLC POSITION: Member, NATURE: Real estate, INVESTMENT RELATED: No, NUMBER OF HOURS: 0, SECURITIES TRADING HOURS: 0, START DATE: 01/01/2018, ADDRESS: 212 W. Matthews St, Suite 102, Matthews NC 28105, DESCRIPTION: commercial rental property, no time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-14 |
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