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6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-08 |
Branch Locations
6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • United States
3965 Southeastern Way, West Columbia, SC 29169 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apex Investment Advisors | Columbia | SC | 09/2005 | 07/2025 |
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2007 | 07/2025 |
| Apex Investment Advisors | Columbia | SC | 08/2007 | 07/2025 |
| Adapt Wealth Advisors, Llc | West Columbia | SC | 07/2025 | Present |
1) JJ&M LLC - PROPERTY MANAGEMENT - OWNER. BEGAN 10/1984, 100 MERRY DR, LEXINGTON, SC 29169, 1 TO 2 HOURS PER MONTH OUTSIDE OF MARKET HOURS, MANAGING PERSONAL INVESTMENT PROPERTY. NOT INVESTMENT RELATED. 2) JAMES A TEETER, III INSURANCE SALES AND REVIEW- OWNER, 100 MERRY DR, LEXINGTON, SC 29072 1 HOUR PER MONTH DURING MARKET HOURS. THIS IS INVESTMENT RELATED.JIM TEETER RENTALS/JJ&M LLC, 100 Merry Dr, Lexington SC 29072, United States, 8/1985, REAL ESTATE, NIR, 1-2HR/MO-1/TRADING. 3) PREMARITAL PLANNER, 100 Merry Dr, Lexington SC 29072, United States, 09/01/11, Founder, Author/Educator/Podcast/Speaker, NIR, 1HR/MO-1/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-21 |
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