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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-30 |
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