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Current Employers
Apollon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-05-18
  • GA RA
    APPROVED
    Since 2023-05-18

Branch Locations

3344 Peachtree Road Ne, Suite 2600, Atlanta, GA 30326 • United States

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

Disclosures

2 disclosure categories 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Kalos Capital, Inc. Alpharetta GA 11/2015 10/2022
Catalyst Wealth Management, Llc Atlanta GA 07/2009 12/2023
Kalos Management, Llc Alpharetta GA 12/2015 07/2018
Apollon Wealth Management Alpharetta GA 04/2023 Present
  • 11/2015 → 10/2022
    Kalos Capital, Inc.
    Alpharetta, GA
  • 07/2009 → 12/2023
    Catalyst Wealth Management, Llc
    Atlanta, GA
  • 12/2015 → 07/2018
    Kalos Management, Llc
    Alpharetta, GA
  • 04/2023 → Present
    Apollon Wealth Management
    Alpharetta, GA
Previous Registrations
  • 2018-05-07 → 2023-12-13
    Catalyst Wealth Management
    Atlanta, GA
    Suwanee, GA
  • 2015-12-16 → 2018-07-11
    Kalos Management
    Suwanee, GA
    Ponte Vedra Beach, FL
  • 2011-08-23 → 2015-12-31
    Triad Advisors Llc
    Suwanee, GA
    Suwanee, GA
    Atlanta, GA
  • 2009-08-03 → 2011-08-26
    Suwanee, GA
    Atlanta, GA
    Suwanee, GA
  • 2004-08-25 → 2009-07-27
    Peachtree Corners, GA
    Norcross, GA
Other Businesses

CATALYST TAX MANAGEMENT; NON-INVESTMENT RELATED; 2825 Strathmore Drive, Cumming, GA 30041; PRESIDENT; TAX PREPARATION, CPA AND BOOKKEEPING; START: 10/03; 5 HRS A MONTH. || AXIOM HOLDINGS LLC; INVESTMENT RELATED; PERSONAL RESIDENCE; REAL ESTATE INVESTING; RENTAL PROPERTIES; OWNER; 2 HRS A MONTH. || OHIO NATIONAL LIFE INSURANCE COMPANY; INVESTMENT RELATED; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; AGENT; START: 10/12; 3 HRS A MONTH. || GUARDIAN LIFE INSURANCE COMPANY; INVESTMENT RELATED; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; AGENT; START: 10/10; 1 HR A MONTH. || MASS MUTUAL LIFE INSURANCE COMPANY; INVESTMENT RELATED; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; AGENT; START: 10/09; 1 HR A MONTH. || ASH BROKERAGE; POSITION: AGENT; NATURE: LIFE INSURANCE AGENT; INVESTMENT RELATED; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 5; START DATE: 01/01/2016; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054, DESCRIPTION: RECOMMENDING INSURANCE SOLUTIONS TO CLIENTS -- LIFE, HEALTH, DI AND LTC. || ADVISORS EXCEL; POSITION: AGENT; NATURE: BUSINESS OF INSURANCE; INVESTMENT RELATED; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 5; START DATE: 05/15/2017; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; DESCRIPTION: INSURANCE AND ANNUITY MARKETING/SALES. || IMPACT PARTNERSHIP; POSITION: Agent NATURE: Impact Partnership is a fixed annuity sales & marketing FMO andI am a sales agent. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2019 ADDRESS: 3550 George Busbee Parkwat, Kennesaw GA 30144, United States DESCRIPTION: Research Fixed annuities for clients and propose to existing and prospect clients suitable annuities that make sense based on client's personal goals and objectives.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-11
S63 Uniform Securities Agent State Law Examination 2003-11-17
  • S65 Uniform Investment Adviser Law Examination
    2004-08-11
  • S63 Uniform Securities Agent State Law Examination
    2003-11-17
Designations

View on SEC IAPD

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