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Advisor at APOGEE WEALTH PARTNERS, LLC
CHATTANOOGA, TN | 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 | May 6, 2022 | n/a | yes | CHATTANOOGA, TN|Chattanooga, TN | Current employment |
| APOGEE WEALTH PARTNERS, LLC | State registered | Apr 9, 2021 | Jun 3, 2021 | no | CHATTANOOGA, TN | Previous registration |
| BARNETT & CO INC | Independent wealth | Sep 18, 2007 | May 19, 2021 | 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 9, 2021 | -40 | Firm change after gap | RIA to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105867:310419:TN:2021-05-19 | May 19, 2021 | Apr 9, 2021 | CHATTANOOGA, TN | Firm change after gap |