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3800 St. Elmo Ave. Suite 129, Chattanooga, TN 37409 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-05-27 |
Branch Locations
3800 St. Elmo Ave. Suite 129, Chattanooga, TN 37409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solomonwood, Llc | Chattanooga | TN | 08/1996 | 07/2020 |
| Lpl Financial Llc | Chattanooga | TN | 07/2013 | Present |
| Franklin Wealth Management | Chattanooga | TN | 07/2013 | 10/2020 |
| Innovative Advisory Partners, Llc | Chattanooga | TN | 10/2016 | 07/2020 |
| Apex Strategic Wealth, Llc | Chattanooga | TN | 05/2020 | Present |
1.5/17/2013:SolomonWood Financial Advisors--Non-Var.Ins.DBA--Agent--InvestRel--AtReptBusLoc(s)--TimeSpent10%--Term, DI, LTC. 2.5/17/2013:No Business Name--RealEstateRental--InvestRel--Chattanooga, TN--TimeSpent0%--50% Owner of unincorporated partnership of rental property with uncle. 3.6/2/2014:SolomonWood Fin Advisors--InvestRel--AtReptBusLoc(s)--DBAforLPL Bus.(EntityFor LPL bus.)--Start 1/1/1996--160Hrs/Month;140HrsDuringTrading. 4.11/18/2014:No Business Name--InvestRel--2433 Broad Street, Chattanooga, TN--RealEstateRental--Owner--Start 8/1/2004--2Hrs/Month;1HourDuringTrading 5.2/13/2015:No Business Name--InvestRel--3914 St. Elmo Avenue, Chattanooga, TN--RealEstateRental--Start 5/1/2014--2Hrs/Month;0HrsDuringTrading--Partial ownership. 6.2/13/2015:No Business Name--InvestRel--3804 St. Elmo Avenue, Chattanooga, TN--RealEstateRental--Start 9/1/2014--2Hrs/Month;0HrsDuringTrading--Partial ownership. 7.8/31/2015:Crump--InvestRel--Salt Lake City, Utah--Non-Var.Ins.--Start 8/20/2015--4Hrs/MonthDuringTrading--VUL/Term/DI/LTC. 8.12/5/2016:US Navy--NotInvestRel--Dobbins AirForce Base, Atlanta, Georgia--Outside/W-2 Employment--Started12/7/2007--20Hrs/Month;0HrsDuringTrading--Navy Reserve Officer. 9.2/1/2018:First Protective--InvestRel--AtReptBusLoc(s)--Non-Var.Ins.--Started1/24/2018--2Hrs/Month;1HourDuringTrading--Fixed Insurance--Life, disability and long term care. 10.10/23/2019:3918 Tennessee LLC--InvestRel--Chattanooga, TN--RealEstateRental--Started1/15/2019--5Hrs/Month;0HrsDuringTrading--Partial Ownership of property. 11.10/23/2019:3908 Tennessee LLC--InvestRel--Chattanooga, TN--RealEstateRental--Started1/15/2019--5Hrs/Month;0HrsDuringTrading--Partial ownership. 12.11/18/2019:4000 Tennessee LLC--InvestRel--Chattanooga, TN--RealEstateRental--Started10/1/2019--2Hrs/Month;0HrsDuringTrading. 13.1/23/2020:SolomonWood Enterprises--InvestRel--AtReptBusLoc(s)--Tax Prep/Accounting/CPA--Owner--Started11/1/2019--5Hrs/Month;2HrsDuringTrading. 14..7/15/2020: Apex Strategic Wealth, LLC--Investment Related--At Reported Business Location(s)--Registered Investment Advisor--Started03/10/2020--80 Hours Per Month/10 Hours During Securities Trading--I provide investment advisory services through Apex Strategic Wealth, LLC, LLC, an independent investment advisor firm. I started this business activity in 7/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV.. 15.7/27/2020:70 1st St NE, LLC--Inv Rel--70 1st St NE--Real Estate Rental--1 Hour Per Month/0 Hours During Securities Trading--Commercial Real Estate. 16. 9/8/2020 - SolomonWood, LLC - Inv Rel - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2019 - 160 Hrs Per Month/ During Trading. 17. 5/6/2021 - Stuart Wood - Inv Rel - Chattanooga, TN 37409 - Real Estate Rental - Start Date: 1/1/2021 - 1 Hr Per Month/0 Hrs During Trading. 18. 9/15/2021 - SolomonWood Global, LLC - Not Inv Rel - At Reported Business Loc(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 8/2/2021 - 5 Hrs Per Month/During Trading. 19. 3/10/2022 - 3974 Tennessee, LLC - Inv Rel- Chattanooga, TN 37409 - Real Estate Rental - Start Date - 02/25/2022 - 3 Hrs Per Month/0 Hrs During Trading. 20.11/14/2022 - Other Sport, LLC - Not Inv Rel- Home Based - Other - Business Owner - Rally Manager - Start Date 9/6/2022 - 40 Hrs Per Month/10 Hrs During Trading 21 3/25/24-Simplicity Group-Non-Variable Insurance-INV REL-At Reported Bus Loc(s)-Started 11/4/22-5 hrs per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-14 |
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