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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-09 |
Branch Locations
Punta Gorda, FL • 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 | 01/2023 | Present |
| Aprio Advisory Group | Atlanta | GA | 11/2017 | Present |
| Aronson Llc | Rockville | MD | 11/2017 | 12/2022 |
| Cohnreznick Llp | Annapolis | MD | 11/2014 | 11/2017 |
1. APRIO ADVISORY GROUP POSITION: EMPLOYEE/PARTNER, NATURE: CPA FIRM, INVESTMENT RELATED:NO, NUMBER OF HOURS: 220, SECURITIES TRADING HOURS: 160, START DATE: 07/2015, ADDRESS: ATLANTA, GA,DESCRIPTION: CPA, SPEAKING 2. ROCKVILLE ECONOMIC DEVELOPMENT, INC.: NOT INVESTMENT-RELATED: PUBLIC-PRIVATE PARTNERSHIP FOR TOWN GROWTH; BOARD OF DIRECTORS & FINANCE COMMITTEE MEMBER; APPROXIMATELY 15 HRS/MO OUTSIDE TRADING HOURS; SUPPORT MISSION TO IDENTIFY AND DEVELOP ECONOMIC OPPORTUNITIES TO HELP ROCKVILLE PROSPER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-09 |
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