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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-12-03 |
| TX | RA | APPROVED | 2015-11-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Aprio Strategic Partners | Atlanta | GA | 07/2015 | 12/2017 |
| Aprio Wealth Management, Llc | Atlanta | GA | 07/2015 | Present |
| Capital Payments Consulting Llc | Columbia | SC | 02/2019 | Present |
| Aprio Risk Management, Llc | Atlanta | GA | 11/2015 | Present |
| Aprio Advisory Group | Atlanta | GA | 07/2015 | Present |
Aprio Risk Management Fixed Insurance Sales Agent 11/2015 to Present Less than 5 hours per month. Capital Payments Consulting, LLC - Non Investment Related - Michael is the co-owner of this consulting business. The business consults with business owners to help them reduce the amount of fees they pay for their banking relationship(s). This is a family business, started in Feb 2019. Michael's activities with CPC will be not be time intensive and will not impact his ability to service his clients. He will not engage in CPC activity during security trading hours. Hope Atlanta Young Professionals Board, Board Member, 1-2 hours per week, no hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-15 |
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