Best Investors
Account
Sign in
Best Investors
Account
Sign in
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-12-22 |
| GA | RA | APPROVED | 2019-08-06 |
| TX | RA | APPROVED | 2019-07-29 |
Branch Locations
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 12/2012 | 07/2019 |
| Aprio Wealth Management, Llc | Atlanta | GA | 07/2019 | Present |
| Aprio Risk Management, Llc | Atlanta | GA | 07/2019 | Present |
| Aprio Advisory Group | Atlanta | GA | 07/2019 | Present |
GRIFFEN AVENUE VENTURES / 2 FIFTH AVENUE APT 9S NEW YORK, NEW YORK 10011 / PARTNERSHIP/ BANKING (RETAIL, INVESTMENT, MERCHANT) / VENTURE CAPITAL / PARTNER / / START DATE 8/20/2014 APRIO RISK MANAGEMENT, AGENT INSURANCE 2002 SUMMIT BLVD, STE 120 ATLANTA GA 30319 ON AN AS NEEDED BASIS; INVESTMENT RELATED: NO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-13 |
Reach out to this advisor