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Advisor at APOGEE WEALTH PARTNERS, LLC
CHATTANOOGA, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| APOGEE WEALTH PARTNERS, LLC | State registered | Apr 1, 2021 | n/a | yes | CHATTANOOGA, TN | Current employment |
| BARNETT & CO INC | Independent wealth | Aug 4, 2014 | May 19, 2021 | no | CHATTANOOGA, TN | Previous registration |
| HHM WEALTH ADVISORS, LLC | Independent wealth | Oct 22, 2013 | Jul 14, 2014 | no | CHATTANOOGA, TN | Previous registration |
| FIRST TENNESSEE ADVISORY SERVICES, INC. | Former SEC adviser | Jan 6, 2011 | Jul 26, 2013 | no | CHATTANOOGA, TN|MEMPHIS, TN | Previous registration |
| BARNETT & CO INC | Independent wealth | Sep 18, 2007 | Dec 22, 2010 | no | CHATTANOOGA, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BARNETT & CO INC | APOGEE WEALTH PARTNERS, LLC | May 19, 2021 | Apr 1, 2021 | -48 | Firm change after gap | RIA to state RIA |
| HHM WEALTH ADVISORS, LLC | BARNETT & CO INC | Jul 14, 2014 | Aug 4, 2014 | 21 | Firm change | Other |
| FIRST TENNESSEE ADVISORY SERVICES, INC. | HHM WEALTH ADVISORS, LLC | Jul 26, 2013 | Oct 22, 2013 | 88 | Firm change | Other |
| BARNETT & CO INC | FIRST TENNESSEE ADVISORY SERVICES, INC. | Dec 22, 2010 | Jan 6, 2011 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105867:310419:TN:2021-05-19 | May 19, 2021 | Apr 1, 2021 | CHATTANOOGA, TN | Firm change after gap |