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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Beverly Hills | CA | 06/2009 | 05/2017 |
| Raymond James & Associates, Inc. | Beverly Hills | CA | 06/2017 | 08/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Culver City | CA | 08/2022 | Present |
| Apollon Wealth Management, Llc | Culver City | CA | 08/2022 | Present |
1) PURSHE KAPLAN STERLING INVESTMENTS, INC., INVESTMENT RELATED, CULVER CITY, CA, BROKER DEALER, REGISTERED REPRESENTATIVE, APPX. 10 HRS/MNTH. 2) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-30 |
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