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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-01-18 |
| TX | RA | APPROVED_RES | 2023-01-12 |
| NJ | RA | APPROVED | 2016-12-08 |
Branch Locations
505 S. Lenola Road Suite 110, Moorestown, NJ 08057 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Services Network, Llc | Atlanta | GA | 08/2016 | 09/2016 |
| Advisory Services Network, Llc | Atlanta | GA | 11/2016 | Present |
1)APEX TAX ADVISORS, LLC: INVESTMENT RELATED- MOORESTOWN, NJ; TAX PREP POSITION; PARTNER; START DATE - 11/1/2004; HRS/WEEK - JAN -APR 15 - 90 # HOURS TRADING WEEK - DEPENDS ON TIME OF YEAR; TAX PREP 2)INDEPENDENT INSURANCE AGENT: MOORESTOWN, NJ; AGENT SINCE MARCH 2011; 5 HOURS A MONTH / ZERO DURING TRADING HOURS. LIFE/ LTC/ DISABILITY INSURANCE SALES; INVESTMENT RELATED ACTIVITY. (3) APEX CAPITAL WEALTH MANAGEMENT LLC DBA FOR INVESTMENT BUSINESS. PARTNER/MEMBER SINCE 09/2016. APPROX. 150 HRS. PER MONTH, 130 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-15 |
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