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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-27 |
Branch Locations
1321 Generals Highway, Suite 300, Crownsville, MD 21032 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Crownsville | MD | 04/2010 | 06/2020 |
| Lpl Financial Llc | Crownsville | MD | 06/2020 | Present |
1)6/25/2020- THE DRAKE-KINZER WEALTH MANAGEMENT 401K-Act in a Fiduciary Capacity -Co-Trustee for own company's 401k plan- Inv. Related- Crownsville, MD- start date 4/26/2010- 2 Hrs/Mth - 0 Hrs During Trading - 1%. 2)6/25/2020- GD3, Inc.- Business Entity For Tax/Investment Purposes Only- Non-inv. Related- Crownsville, MD- start date 2/1/2013- 20 Hrs/Mth - 5 Hrs During Trading-50% 3)6/25/2020- CenterPoint Wealth Advisors-DBA for LPL Business (entity for LPL business)- Inv. Related- Crownsville, MD -Start Date: 04/01/2010 -50% 4)6/25/2020- Drake-Kinzer Wealth Management LLC-Business Entity For Tax/Investment Purposes Only- Non-inv. Related- Crownsville, MD- start date 4/1/2020 5) 08/28/2025 - Apollon Financial - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:08/28/2025 - 40 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Apollon Financial, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 40 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. 6) 09/22/2025 - Apollon-CenterPoint - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:08/28/2025 - 160 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-09 |
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