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1100 Frazier Drive, Augusta, GA 30909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED | 2019-05-07 |
| GA | RA | APPROVED | 2011-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ap Wealth Management | Augusta | GA | 01/2011 | Present |
| Augusta Capital Investors, Llc | Augusta | GA | 08/2013 | 03/2019 |
1. 11/01/2011 - AP WEALTH MANAGEMENT, LLC - I AM THE MANAGING MEMBER OF AP WEALTH MANAGEMENT, LLC. WE OFFER FINANCIAL PLANNING SERVICES, INVESTMENT MANAGEMENT, AND SELL INSURANCE. - AP WEALTH MANAGEMENT, LLC - NON-VARIABLE INSURANCE DBA - 5% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2000-01-05 |
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