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Chattanooga, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-16 |
| TX | RA | APPROVED_RES | 2025-05-23 |
| TN | RA | APPROVED | 2022-05-16 |
| GA | RA | APPROVED | 2022-05-10 |
| NC | RA | APPROVED | 2022-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apogee Wealth Partners, Llc | Chattanooga | TN | 04/2021 | Present |
| Apogee Wealth Partners, Llc | Chattanooga | TN | 05/2022 | Present |
| Barnett & Co Inc | Chattanooga | TN | 04/2004 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-19 |
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