JG
John T. Garmany
APEX STRATEGIC WEALTH
CHATTANOOGA, TN 37409
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CRD#: 1597847
JG
Professional summary
John Thomas Garmany JR, who also goes by John T Garmany Jr, Skip Garmany, is a registered financial advisor currently at APEX STRATEGIC WEALTH, LLC located in Chattanooga, Tennessee and LPL FINANCIAL LLC located in Cleveland, Tennessee.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. John has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John T Garmany Jr | Skip Garmany
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 09/23/2021 - APEX STRATEGIC WEALTH LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 08/02/2021 - 1 Hour Per Month/1 Hour During Securities Trading - I provide investment advisory services through APEX STRATEGIC WEALTH LLC, Inc. an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 1 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. 2. 01/04/2022 - Apex Strategic Wealth, LLC - DBA: Solomon Wood LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 08/02/2021 - 96 Hours Per Month/96 Hours During Securities Trading - Time Spent 60% - I provide investment advisory services through Apex Strategic Wealth, LLC, LLC, an independent investment advisor firm. I started this business activity in 12/2021. I expect to spend approximately 96 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.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial. 3. 03/31/2022 - Simplicity - Investment Related - 3800 Saint Elmo Ave. Suite 305 Chattanooga, Tn. 37409- Non-Variable Insurance - Insurance Agent - Start Date - 03/16/2022 - 4 Hours Per Month/ 2 Hours During Securities Trading. 4. 11/16/2022 - SolomonWood LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/03/2021 - 160 Hours Per Month/160 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view John Thomas Garmany JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 27, 2020 - Present
APEX STRATEGIC WEALTH, LLC
Office #1: 3800 St. Elmo Ave. Suite 305, Chattanooga, TN 37409RIA
CRD#: 308569
CHATTANOOGA, TN
Current
May 19, 2011 - Present
LPL FINANCIAL LLC
Office #1: 70 1st St Ne, Cleveland, TN 37311Office #2: 3800 Saint Elmo Ave Ste 305, Chattanooga, TN 37409RIA
BD
CRD#: 6413
Cleveland, TN
Past
January 29, 2018 - June 30, 2020
INNOVATIVE ADVISORY PARTNERS, LLC
RIA
CRD#: 156135
CHATTANOOGA, TN
Past
May 19, 2011 - October 8, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
CHATTANOOGA, TN
Past
September 9, 2008 - May 20, 2011
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHATTANOOGA, TN
Past
September 5, 2008 - May 20, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHATTANOOGA, TN
Past
November 6, 2000 - September 9, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CHATTANOOGA, TN
Past
April 14, 2000 - September 9, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CHATTANOOGA, TN
Past
April 30, 1987 - April 4, 2000
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AS
APEX STRATEGIC WEALTH, LLC
APEX STRATEGIC WEALTH, LLC | SOLOMONWOOD, LLC | BRIDGETOWN INVESTMENT COUNSEL
CRD#: 308569 / SEC#: 801-118732
RIA
Registered Investment Advisory firm - (5/15/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/19/2011)
RR
California(12/19/2012)
RR
Florida(11/4/2016)
RR
Georgia(5/19/2011)
RR
Illinois(8/24/2015)
RR
Indiana(5/23/2011)
RR
Louisiana(3/22/2024)
RR
Maryland(8/27/2024)
RR
Mississippi(8/27/2024)
RR
Nevada(1/3/2025)
RR
New York(5/7/2020)
RR
North Carolina(11/16/2023)
RR
Ohio(5/11/2015)
RR
South Carolina(5/19/2011)
RR
Tennessee(5/19/2011)
IAR
Tennessee(5/27/2020)
RR
Texas(11/12/2020)
RR
Virginia(7/13/2022)
RR
Washington(5/19/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AS
APEX STRATEGIC WEALTH, LLC
APEX STRATEGIC WEALTH, LLC | SOLOMONWOOD, LLC | BRIDGETOWN INVESTMENT COUNSEL
CRD#: 308569 / SEC#: 801-118732
RIA
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Contact information
Main Address
3800 St. Elmo Ave. Suite 305, Chattanooga, TN 37409
Mailing Address
Phone number
(423) 267-0046
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,331 |
| AUM (Assets Under Management) | $ 227,271,694 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
APEX STRATEGIC WEALTH, LLC
CRD#: 308569Chattanooga, TN 37409TRUST BUT VERIFY
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