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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-01 |
Branch Locations
3379 Peachtree Road Ne, Suite 700, Atlanta, GA 30326 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | Atlanta | GA | 07/2011 | 09/2016 |
| Raymond James & Associates, Inc. | Atlanta | GA | 09/2016 | 12/2019 |
| Singularity Financial Services Llc | Atlanta | GA | 01/2020 | 12/2020 |
| Apollon Wealth Management, Llc | Atlanta | GA | 01/2021 | Present |
| J Alden Associates, Inc. | Atlanta | GA | 09/2021 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 11/2025 | Present |
1) INDEPENDENT INSURANCE AGENT, not investment related, Atlanta, GA 30326, Insurance, Agent, 9/2000, zero hours per month, zero hours during trading hours, holds a license in case there is ever a need for a client. 2) P & J Real Estate Partners, LLC, not investment related, Lawrenceville, GA 30043, Rental Property, Partner, 1/2021, 1 hour per month, zero hours during trading hours, property rental and management. 3) Apollon Wealth Management, investment related, RIA, Mt. Pleasant, SC, Senior Relationship Manager, 1/2021, 160 hours per month, 140 hours during trading hours, wealth management client services. 4) Jason Young and Associates, investment related, RIA, Atlanta, GA, 30326, Senior Relationship Manager, 1/2021, 160 hours per month, 140 hours during trading hours, wealth management client services. 5) ADIFO, investment related, RIA, Mt. Pleasant, SC 29464, Backup sales assistant to Josh Renda's ADIFO business, 7/2023, 3-5 hours per month, 3-5 hours during trading hours, handles Mr. Renda's trading when he is out of the office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-29 |
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