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20 N Wilcox Street Suite 106, Castle Rock, CO 80104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-25 |
Branch Locations
Mount Pleasant, SC • United States
20 N Wilcox Street Suite 106, Castle Rock, CO 80104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cascade Financial Management, Inc. | Denver | CO | 06/2005 | 12/2020 |
| Apollon Wealth Management, Llc | Mount Pleasant | SC | 01/2021 | 06/2023 |
| Holmes & Turner Financial Services, Inc. | Mount Pleasant | SC | 01/2021 | 02/2023 |
| Cabot Lodge Securities Llc | New York | NY | 02/2023 | 06/2023 |
| Apollon Financial, Llc | Mount Pleasant | SC | 06/2023 | 08/2025 |
| Lpl Financial Llc | Parker | CO | 07/2023 | 09/2025 |
| Fidelis Wealth Advisors | Castle Rock | CO | 08/2025 | Present |
| Colorado Financial Service Corportation | Centennial | CO | 09/2025 | Present |
1) 6/2023. Real Estate Rental .owner. Not Investment Related. Denver CO. start date 6/2011.1hrs/mth 2) 6/2023. Real Estate Rental. owner. Not Investment Related. Denver CO- start date 3/2016.1hrs/mth 3) 08/2025. Fidelis Wealth Advisors. Investment Related. At Reported Business Location(s). Registered Investment Advisor DBA. Start Date 08/2025. 120 Hours Per Month. I provide investment advisory services through Fidelis Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 08/2025. I expect to spend approximately 120 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-19 |
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