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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-09 |
Branch Locations
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
41 Mystery Rose Lane, West Grove, PA 19390 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc. | Baltimore | MD | 12/2018 | 12/2022 |
| Aprio Advisory Group | Atlanta | GA | 01/2023 | Present |
| Aprio Risk Management, Llc | Atlanta | GA | 01/2023 | Present |
| Aprio Wealth Management, Llc | Atlanta | GA | 01/2023 | Present |
| M&T Securities | Baltimore | MD | 02/2007 | 09/2018 |
| M&T Bank | Baltimore | MD | 12/1998 | 09/2018 |
APRIO RISK MANAGEMENT; INVESTMENT RELATED; 2002 SUMMIT BLVD, STE 120 ATLANTA GA 30319; AGENT INSURANCE; START DATE: 1/2023; ON AN AS NEEDED BASIS; SALES OF VARIOUS INSURANCE PRODUCTS APRIO ADVISORY GROUP; NOT INVESTMENT RELATED; 2002 SUMMIT BLVD, STE 120 ATLANTA GA 30319; EMPLOYEE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-13 |
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