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Current Employers
Aprio Wealth Management, Llc

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-06-09
  • MD RA
    APPROVED
    Since 2023-06-09

Branch Locations

Punta Gorda, FL • United States

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2023 → Present
    Atlanta, GA
  • 11/2017 → Present
    Aprio Advisory Group
    Atlanta, GA
  • 11/2017 → 12/2022
    Aronson Llc
    Rockville, MD
  • 11/2014 → 11/2017
    Cohnreznick Llp
    Annapolis, MD
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-09
  • S65 Uniform Investment Adviser Law Examination
    2023-06-09

View on SEC IAPD

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