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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
4235 Hillsboro Pike #100, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aprio Wealth Management, Llc | Atlanta | GA | 07/2022 | Present |
| Aprio Advisory Group | Atlanta | GA | 07/2022 | Present |
| The Commonwealth Group | Nashville | TN | 01/2021 | 07/2022 |
| Cherry Bekaert, Llp | Nashville | TN | 11/2017 | 01/2021 |
| Frasier, Dean & Howard, Pllc | Nashville | TN | 12/2015 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
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