Best Investors
Account
Sign in
3800 St. Elmo Ave. Suite 129, Chattanooga, TN 37409 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-07-15 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
Reach out to this advisor