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RIA / WealthAdvisorCertified Financial Planner19 years in industry

JOHN PATRICK BOHAN

Advisor at APRIO WEALTH MANAGEMENT, LLC

LITTLETON, CO | ATLANTA, GA

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Search this name across graphsid dfx:ria:a6c551df-09aa-e83f-5eab-07f7fa889cbc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2007 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 11, 2019
First registration: Jan 1, 2007
Dual registered: no
IAPD individual key: 5241394

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
APRIO WEALTH MANAGEMENT, LLC	Independent wealth	Jan 9, 2026	n/a	yes	LITTLETON, CO\|ATLANTA, GA	Current employment
PRISM FINANCIAL GROUP, L.L.C.	Former SEC adviser	Oct 10, 2023	Dec 3, 2025	no	OVERLAND PARK, KS	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 15, 2019	Apr 28, 2020	no	DENVER, CO\|LITTLETON, CO	Previous registration
RMB WEST, LLC	Former SEC adviser	Apr 1, 2013	Aug 29, 2016	no	DENVER, CO	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Sep 29, 2010	Feb 25, 2013	no	SAN RAFAEL, CA\|DENVER, CO	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 1, 2007	Jun 22, 2009	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRISM FINANCIAL GROUP, L.L.C.	APRIO WEALTH MANAGEMENT, LLC	Dec 3, 2025	Jan 9, 2026	37	Firm change	RIA to RIA
LPL FINANCIAL LLC	PRISM FINANCIAL GROUP, L.L.C.	Apr 28, 2020	Oct 10, 2023	1,260	Firm change after gap	Ibd to RIA
RMB WEST, LLC	LPL FINANCIAL LLC	Aug 29, 2016	Feb 15, 2019	900	Firm change after gap	Other
FINANCIAL TELESIS, INC.	RMB WEST, LLC	Feb 25, 2013	Apr 1, 2013	35	Firm change	Other
OSAIC FA, INC.	FINANCIAL TELESIS, INC.	Jun 22, 2009	Sep 29, 2010	464	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112315:127333:KS:2025-12-03	Dec 3, 2025	Jan 9, 2026	OVERLAND PARK, KS	Firm change

Relationships

Registered with (6)

→ APRIO WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 9, 2026 to presentfactForm ADV
→ PRISM FINANCIAL GROUP, L.L.C.Registered adviserregistration: previous registration
Oct 10, 2023 to Dec 3, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 15, 2019 to Apr 28, 2020factForm ADV
→ RMB WEST, LLCRegistered adviserregistration: previous registration
Apr 1, 2013 to Aug 29, 2016factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Sep 29, 2010 to Feb 25, 2013factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 1, 2007 to Jun 22, 2009factForm ADV

Dated events

Occurred
Dec 3, 2025
Advisor changed firm
John Patrick Bohan left Prism Financial Group, L.L.C. for Aprio Wealth Management, Llc (registered 2026-01-09)
Form ADVobserved 5 days ago