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Current Employers
Apex Strategic Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-09-11
  • TN RA
    APPROVED
    Since 2024-09-11

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
The University Of Tennessee Chattanooga Chattanooga TN 08/2016 05/2020
Rodizio Bar And Grill Chattanooga TN 05/2020 06/2020
Unemployed Nashville TN 06/2020 10/2020
First Horizon Bank Nashville TN 10/2020 10/2022
First Horizon Bank Chattanooga TN 10/2022 02/2023
Croft And Frost Chattanooga TN 02/2023 09/2023
Unemployed Chattanooga TN 09/2023 01/2024
Solomonwood Llc Chattanooga TN 01/2024 Present
Lpl Financial Llc Chattanooga TN 01/2024 Present
  • 08/2016 → 05/2020
    The University Of Tennessee Chattanooga
    Chattanooga, TN
  • 05/2020 → 06/2020
    Rodizio Bar And Grill
    Chattanooga, TN
  • 06/2020 → 10/2020
    Unemployed
    Nashville, TN
  • 10/2020 → 10/2022
    First Horizon Bank
    Nashville, TN
  • 10/2022 → 02/2023
    First Horizon Bank
    Chattanooga, TN
  • 02/2023 → 09/2023
    Croft And Frost
    Chattanooga, TN
  • 09/2023 → 01/2024
    Unemployed
    Chattanooga, TN
  • 01/2024 → Present
    Solomonwood Llc
    Chattanooga, TN
  • 01/2024 → Present
    Lpl Financial Llc
    Chattanooga, TN
Other Businesses

1) 03/25/2024 - Solomon Wood LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 160 Hr/Mth 2) 11/25/2025-Noah Wood-Real Estate Rental-Inv Related-At Chattanooga, TN-Start date 11/01/2025-4hrs/mth-0hrs/mth during trading 3) 04/14/2026 - APEX Strategic Wealth, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/19/2024 - 160 hours per month/ 150 hours during trading - I provide investment advisory services through APEX STRATEGIC WEALTH, LLC, an independent investment advisor firm. I started this business activity in 4/2026. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-06
  • S66 Uniform Combined State Law Examination
    2024-08-06

View on SEC IAPD

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