Best Investors Account Sign in

Josiah Christian Mcdaniel

Apex Strategic Wealth, LLC

Chattanooga, TN

Claim This Profile
Current Employers
Apex Strategic Wealth, Llc

3800 St. Elmo Ave. Suite 129, Chattanooga, TN 37409 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2020-07-15
  • TN RA
    APPROVED
    Since 2020-07-15

Branch Locations

3800 St. Elmo Ave. Suite 129, Chattanooga, TN 37409 • 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
Covenant College Lookout Mountain GA 08/2015 05/2019
Solomonwood Llc Chattanooga TN 03/2017 07/2019
Lpl Financial, Llc Chattanooga TN 08/2019 Present
Innovative Advisory Partners, Llc Chattanooga TN 08/2019 07/2020
Apex Strategic Wealth, Llc Chattanooga TN 07/2020 Present
  • 08/2015 → 05/2019
    Covenant College
    Lookout Mountain, GA
  • 03/2017 → 07/2019
    Solomonwood Llc
    Chattanooga, TN
  • 08/2019 → Present
    Lpl Financial, Llc
    Chattanooga, TN
  • 08/2019 → 07/2020
    Innovative Advisory Partners, Llc
    Chattanooga, TN
  • 07/2020 → Present
    Chattanooga, TN
Other Businesses

1.07/15/2020; (Hybrid) APEX Strategic Wealth, LLC.) Apex / APEX Strategic Wealth, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/01/2020; 160hrs/mth; 160hrs during trading; I provide investment advisory services through INVESTORS FINANCIAL GROUP LLC, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 160 hours per 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. 2.05/23/2022; Simplicity; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/11/2022; 10hrs/mth; 10hrs during trading 3.08/18/2026; (HYBRID) APEX Private Wealth; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 08/05/2026; 170hrs/mth; 136hrs during trading; I provide investment advisory services to APEX STRATEGIC WEALTH, LLC, an independent investment advisor firm. I started this business activity in 8/2026. I expect to spend approximately 170 hours per 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-24
  • S66 Uniform Combined State Law Examination
    2020-02-24

View on SEC IAPD

More in Chattanooga, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor