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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-11 |
| NH | RA | APPROVED | 2024-03-26 |
| MA | RA | APPROVED | 2024-03-06 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
25 Braintree Hill Office Park Suite 411, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Randolph | MA | 10/2007 | 07/2020 |
| Infinex Investments, Inc. | Meriden | CT | 07/2020 | 02/2023 |
| Brookline Bank | Boston | MA | 07/2020 | 02/2023 |
| Royal Alliance Associates, Inc. | Braintree | MA | 02/2023 | 02/2024 |
| Apollon Wealth Management | Braintree | MA | 02/2024 | Present |
1.) High Voltage Paintball - Owner; Bookkeeping/Operations; Start date: 04/01/2017; 8-10 hrs/month on weekends. 2) THE QUINCY GROUP INC - POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/27/2023: ADDRESS: 25 Braintree Hill Park, Suite 411, Braintree MA 02184, United States: DESCRIPTION: Act as an insurance agent to the clients of The Quincy Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-17 |
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