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

Jul 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jun 22, 2021

First registration

Jul 23, 2021

Dual registered

no

Other names

Brian Shane Allen

IAPD individual key

7414841

• Occurred

  Jul 10, 2026
  Advisor changed firm

  Brian Shane Allen left Mio Partners, Inc. for Aprio Wealth Management, Llc (registered 2026-07-10)

  Form ADVobserved 4 days ago
• Occurred

  Sep 23, 2025
  Advisor changed firm

  Brian Shane Allen left Cannon Financial Strategists, Inc. for Mio Partners, Inc. (registered 2025-07-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7555152c-a59d-b8f3-570c-d2e9282e7be7

First observed

Jul 23, 2021

Last observed

Sep 14, 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.