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.

Current firm

APRIO WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 2, 1988earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Nov 2, 1988

First registration

Apr 25, 2000

Dual registered

no

IAPD individual key

1886210

• Occurred

  Dec 3, 2025
  Advisor changed firm

  Timothy Brian Shmidl left Prism Financial Group, L.L.C. for Aprio Wealth Management, Llc (registered 2025-11-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4e957625-d422-7a11-e022-8d7933cc9201

First observed

Apr 25, 2000

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.