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Registration History
19901995200020052010201520202025IAAPEX WEALTH MANAGEMENT (CRD# 288456)2017 - Present (7 years)IAKERNODLE & KATON TAX AND ASSET... (CRD# 165374)2015 - 2017 (2 years)IAHORRELL CAPITAL MANAGEMENT, INC. (CRD# 115711)2013 - 2015 (1 year)IALATHROP INVESTMENT MANAGEMENT CORP (CRD# 108327)2005 - 2006 (1 year)IAINTEGRATED PORTFOLIO MANAGEMEN... (CRD# 117003)2000 - 2005 (5 years)IAMERIDIAN INVESTMENT ADVISORS (CRD# 110216)1990 - 2005 (15 years)
Disclosure(s)
View By:
10/22/2013
Regulatory
Final
License(s)

State Registrations

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Arkansas 6/8/2017

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Texas 6/27/2017

Current Registration(s)
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APEX WEALTH MANAGEMENT (CRD#:288456)
SEARCY, AR
Registered with this firm since 6/8/2017

Previous Registration(s)
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06/02/2015 - 06/21/2017 KERNODLE & KATON TAX AND ASSET MANAGEMENT GROUP (CRD#:165374) SEARCY, AR
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11/05/2013 - 05/18/2015 HORRELL CAPITAL MANAGEMENT, INC. (CRD#:115711) LITTLE ROCK, AR
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03/30/2005 - 08/01/2006 LATHROP INVESTMENT MANAGEMENT CORP (CRD#:108327) LITTLE ROCK, AR
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03/13/2000 - 03/30/2005 INTEGRATED PORTFOLIO MANAGEMENT, LLC (CRD#:117003) LITTLE ROCK, AR
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02/28/1990 - 03/30/2005 MERIDIAN INVESTMENT ADVISORS (CRD#:110216) LITTLE ROCK, AR
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.