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Anthem, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| LA | RA | APPROVED | 2024-03-12 |
| TX | RA | APPROVED_RES | 2024-02-22 |
| AL | RA | APPROVED | 2021-11-04 |
Branch Locations
400 Union Hill Drive Suite 350, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantor Fitzgerald, Lp | New York | NY | 02/2015 | 08/2018 |
| Alliance Wealth Management Group | Birmingham | AL | 08/2018 | 08/2021 |
| The Barlow Firm | Hoover | AL | 08/2018 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 08/2018 | 08/2021 |
| American Financial Education Alliance | Charlotte | NC | 03/2019 | 10/2021 |
| Apex Wealth Advisors, Llc | New River | AZ | 11/2021 | Present |
| Apex Wealth Advisors Llc | New River | CA | 08/2021 | Present |
1. INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; SPENDS APPROX. 200 HRS/MTH AND 150 OF THOSE HOURS DURING TRADING. 2. THE BARLOW FIRM; NOT INVESTMENT RELATED; 2278 BUTLER SPRINGS LANE, HOOVER, AL 35226; TAX AND ACCOUNTING SERVICES; PART OWNER; START DATE 08/2018; APPROX 50 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; ASSIST WITH SERVICES PROVIDED BY THE FIRM.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-03-18 |
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