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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-09 |
Branch Locations
505 S Lenola Rd Ste 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 |
|---|---|---|---|---|
| Advisory Services Network, Llc | Atlanta | GA | 05/2024 | Present |
| Apex Tax Advisors Llc | Moorestown | NJ | 01/2023 | Present |
| David Mitchell Incorporated | Voorhees | NJ | 08/2009 | 06/2018 |
| Richard Hatch Cpa | Moorestown | NJ | 03/2018 | 06/2018 |
| Unified Door And Hardware Group | Pennsauken | NJ | 06/2018 | 11/2018 |
| Richard Hatch Cpa | Moorestown | NJ | 12/2018 | 09/2021 |
| Gold Gerstein Group Cpa Llc | Moorestown | NJ | 09/2021 | 12/2022 |
APEX TAX ADVISORS, LLC: ENROLLED AGENT DOING TAX PREPARATION SINCE 01/2023. HOURS SPENT DURING TAX SEASON ARE 160 HRS/MONTH, ALL DURING TRADING HOURS; HOURS SPENT OUTSIDE OF TAX SEASON ARE 25 HRS/MONTH, ALL DURING TRADING HOURS. NOT INVESTMENT RELATED ACTIVITY. INDEPENDENT INSURANCE AGENT: SELLING AND SERVICING LIFE/FIXED INSURANCE; 1 HOUR/MONTH, 1 HOUR DURING TRADING HOURS, INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-27 |
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