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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-01-10 |
| NJ | RA | APPROVED | 2016-09-08 |
| TX | RA | APPROVED_RES | 2016-09-01 |
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 |
|---|---|---|---|---|
| Advisory Services Network, Llc | Atlanta | GA | 08/2016 | Present |
1)NAME- APEX TAX ADVISORS, LLC ; NOT INVESTMENT RELATED; MOORESTOWN, NJ; PREPARATION OF TAX RETURN; MEMBER START DATE - 11/1/04 DURING TAX SEASON 250 HOURS / 40 HOURS A MONTH MAY - DEC / MIN DURING TRADING HOURS; PREPARE TAX RETURN (2)INDEPENDENT INSURANCE AGENT: MOORESTOWN, NJ; AGENT SINCE MARCH 2011. INVESTMENT RELATED ACTIVITY; 5 HOURS A MONTH / ZERO DURING TRADING HOURS. (3) APEX CAPITAL WEALTH MANAGEMENT LLC D/B/A MEMBER START JULY 2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-23 |
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