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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-17 |
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