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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-09 |
Branch Locations
840 First Avenue Suite 400, King Of Prussia, PA 19406 • 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 |
|---|---|---|---|---|
| The Marshall Financial Group, Inc. | Doylestown | PA | 09/2014 | 05/2024 |
| Apollon Financial | King Of Prussia | PA | 09/2024 | Present |
| Unemployed | King Of Prussia | PA | 06/2024 | 09/2024 |
Business Networking International (BNI) - Professional Referral Marketing Program - Chapter President - As chapter President I lead the weekly meetings and welcome visitors. Time: 6 HRS/MONTH. Non-investment related. Lansdale, PA, 19446
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-10-09 |
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