DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at APRIO WEALTH MANAGEMENT, LLC
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| APRIO WEALTH MANAGEMENT, LLC | Independent wealth | Nov 13, 2025 | n/a | yes | ATLANTA, GA | Current employment |
| Montag | Independent wealth | Sep 19, 2018 | Nov 5, 2025 | no | ATLANTA, GA | Previous registration |
| J.P. MORGAN ASSET MANAGEMENT | n/a | Jan 16, 2003 | Sep 26, 2003 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Montag | APRIO WEALTH MANAGEMENT, LLC | Nov 5, 2025 | Nov 13, 2025 | 8 | Firm change | RIA to RIA |
| J.P. MORGAN ASSET MANAGEMENT | Montag | Sep 26, 2003 | Sep 19, 2018 | 5,472 | Firm change after gap | Other |