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Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-07-18
  • NJ RA
    APPROVED
    Since 2018-07-18

Branch Locations

505 S. Lenola Rd, Suite 110, Moorestown, NJ 08057 • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Apex Tax Advisors Moorestown NJ 01/2012 Present
Apex Capital Wealth Management Moorestown NJ 09/2016 Present
Advisory Services Network, Llc Altanta GA 07/2018 Present
  • 01/2012 → Present
    Apex Tax Advisors
    Moorestown, NJ
  • 09/2016 → Present
    Apex Capital Wealth Management
    Moorestown, NJ
  • 07/2018 → Present
    Advisory Services Network, Llc
    Altanta, GA
Previous Registrations
Other Businesses

APEX TAX ADVISORS, NON-INVESTMENT RELATED, TAX PREP. 505 S LENOLA RD MOORESTOWN NJ.TAX ADVISOR. 25HRS/MTH OUTSIDE OF TAX SEASON.40 DURING TAX SEASON. TAX PREPARATION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-18
S63 Uniform Securities Agent State Law Examination 2012-11-30
  • S65 Uniform Investment Adviser Law Examination
    2013-06-18
  • S63 Uniform Securities Agent State Law Examination
    2012-11-30

View on SEC IAPD

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