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David Horner Wolfe

Acumen Wealth Advisors, LLC

Chattanooga, TN

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Current Employers
Acumen Wealth Advisors, Llc

250 Forest Avenue, Chattanooga, TN 37405 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-06-28
  • TN RA
    APPROVED
    Since 2022-06-28

Branch Locations

250 Forest Avenue, Chattanooga, TN 37405 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Acumen Wealth Advisors, Llc Chattanooga TN 07/2021 Present
Hhm Cpas Chattanooga TN 01/2016 06/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-23
  • S65 Uniform Investment Adviser Law Examination
    2022-06-23

View on SEC IAPD

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Julie Cook Elsea
Dennis Keith Wolfe
Anthony Mark D'Andrea
Lisa Wink Listecki
Austin David Cone
Evan Bennett Russell
DILLON DEAN GEORGE
WILLIAM PAUL EVANS

Other Offices

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ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chatanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Chatanooga, TN
AMERIPRISE FINANCIAL SERVICES, LLC · Chattanooga, TN

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