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Apex Strategic Wealth, LLC CRD 308569
$292M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3800 St. Elmo Ave. Suite 129, Chattanooga, TN 37409 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-05-27 |
Branch Locations
3800 St. Elmo Ave. Suite 129, Chattanooga, TN 37409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chattanooga | TN | 07/2013 | 11/2018 |
| Solomonwood Financial Advisors | Chattanooga | TN | 07/2013 | Present |
| Innovative Advisory Partners, Llc | Chattanooga | TN | 09/2016 | 06/2020 |
| Apex Strategic Wealth, Llc | Chattanooga | TN | 05/2020 | Present |
(1) 05/17/2013: SolomonWood Financial Advisors - Non-Variable Insurance DBA - DBA: SolomonWood Financial Advisors - Investment Related - At Reported Business Location(s) - 10% Time Spent - Agent - fixed insurance: Life insurance (non variable), Disability, Long Term Care, and Health Insurance (2) 10/29/2013: SMWD Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3) 09/08/2016: Innovative Advisory Partners, LLC - Registered Investment Advisor - DBA: (Hybrid) Innovative Advisory Partners - Investment Related - 2433 S. Broad St, Chattanooga, TN 37415 - Start 08/15/2016 - 150 Hr/Mo; 130 Hour(s) During Securities Trading - I provide investment advisory services through Innovative Advisory Partners, LLC, an independent investment advisor firm. I started this business activity on 8/29/16. I expect to spend approximately 150 hours/month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 9/30/2016 - Innovative Advisory Partners, LLC - DBA: (Hybrid) Franklin Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:08/15/2016 - 150 Hours Per Month/120 Hours During Trading - I provide investment advisory services through Innovative Advisory Partners, LLC, an independent investment advisor firm. I started this business activity on 8/29/16. I expect to spend approximately 150 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 6/26/2018 - SolomonWood - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/06/2018 - 160 Hours Per Month/8 Hours During Trading. (6) 7/17/2018 - Innovative Advisory Partners, LLC - DBA: SolomonWood Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:08/15/2016 - 150 Hours Per Month/120 Hours During Trading - I provide investment advisory services through Innovative Advisory Partners, LLC, an independent investment advisor firm. I started this business activity on 7/18/2018. I expect to spend approximately 150 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 3/25/2020--APEX Strategic Wealth, LLC--Investment Related--At Reported Business Location(s)--Registered Investment Advisor Hybrid--Started 03/16/2020--80Hrs/Month During Trading--I Provide Investment Advisory Services Through APEX Strategic Wealth, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-07 |
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