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Advisor at APEX STRATEGIC WEALTH, 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 |
|---|---|---|---|---|---|---|
| APEX STRATEGIC WEALTH, LLC | Independent wealth | May 23, 2020 | n/a | yes | CHATTANOOGA, TN | Current employment |
| INNOVATIVE ADVISORY PARTNERS, LLC | Independent wealth | Jan 29, 2018 | Jun 25, 2020 | no | HIXSON, TN | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Jan 30, 2004 | Jan 8, 2010 | no | CHATTANOOGA, TN|CHATTANOOGA, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INNOVATIVE ADVISORY PARTNERS, LLC | APEX STRATEGIC WEALTH, LLC | Jun 25, 2020 | May 23, 2020 | -33 | Firm change after gap | RIA to new firm |
| MORGAN KEEGAN & COMPANY, LLC | INNOVATIVE ADVISORY PARTNERS, LLC | Jan 8, 2010 | Jan 29, 2018 | 2,943 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 156135:308569:TN:2020-06-25 | Jun 25, 2020 | May 23, 2020 | HIXSON, TN | Firm change after gap |