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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-02 |
Branch Locations
111 Rockville Pike Suite 600, Rockville, MD 20850 • 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 |
|---|---|---|---|---|
| Aprio Wealth Management, Llc | Atlanta | GA | 02/2023 | Present |
| Aprio Advisory Group | Atlanta | GA | 02/2023 | Present |
| Aprio Risk Management, Llc | Atlanta | GA | 02/2023 | Present |
| Bny Mellon Wealth Management | Mclean | VA | 06/2018 | 02/2023 |
| Us Trust, Bank Of America | Washington | DC | 05/2013 | 06/2018 |
APRIO RISK MANAGEMENT POSITION: AGENT, NATURE: INSURANCE SALES, INVESTMENT RELATED: YES, NUMBER OF HOURS: AS NEEDED, START DATE: 2/2023, ADDRESS: 2002 SUMMIT BLVD, STE. 120 ATLANTA, GA 30319, DESCRIPTION: SALES OF VARIOUS INSURANCE PRODUCTS CFA SOCIETY OF WASHINGTON, DC; NOT INVESTMENT-RELATED; WASHINGTON, DC; FINANCE COMMITTEE VOLUNTEER; JUNE 2025; APPROX. 4 HRS/MO OUTSIDE TRADING HOURS
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