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Andrew Phillip Birge

Apollon Wealth Management, LLC

Mount Pleasant, SC

Indianapolis, IN

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Current Employers
Apollon Wealth Management, Llc

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-01-06
  • IN RA
    APPROVED
    Since 2026-01-06

Branch Locations

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Indianapolis, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Capital Financial Advisers, Llc Newport Beach CA 03/2015 06/2020
Goldman Sachs Personal Financial Management Indianapolis IN 06/2020 08/2022
Sage Advisors Llc Indianapolis IN 08/2022 01/2026
Apollon Wealth Management, Llc Charleston SC 01/2026 Present
  • 03/2015 → 06/2020
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 06/2020 → 08/2022
    Goldman Sachs Personal Financial Management
    Indianapolis, IN
  • 08/2022 → 01/2026
    Sage Advisors Llc
    Indianapolis, IN
  • 01/2026 → Present
    Apollon Wealth Management, Llc
    Charleston, SC
Previous Registrations
  • 2022-12-01 → 2026-02-09
    Sage Advisors Llc
    Boulder, CO
    Indianapolis, IN
    Indianapolis, IN
  • 2018-11-13 → 2022-08-08
    United Capital Financial Advisors
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-13
S63 Uniform Securities Agent State Law Examination 1997-07-09
  • S65 Uniform Investment Adviser Law Examination
    2018-11-13
  • S63 Uniform Securities Agent State Law Examination
    1997-07-09
Other Names
  • Andrew Phillip Birge
  • Andrew Birge

View on SEC IAPD

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Other Investors

ALEXANDRA GUNDRADA LUNDGREN
Josh Joseph Renda
JASON THOMAS ROSENER
OWEN HAYES MALCOLM
CHRISTOPHER MICHAEL BURKE
PAUL FRANCIS SPIZZUOCO
BRIAN JAMES WILEY
ROBERT HY GORMAN

Other Offices

APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
CETERA INVESTMENT ADVISERS LLC · MT. PLEASANT, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
MORRIS FINANCIAL CONCEPTS, INC. · MOUNT PLEASANT, SC

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