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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2026-04-01 |
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 |
|---|---|---|---|---|
| Brighton Jones, Llc | San Francisco | CA | 04/2016 | 01/2019 |
| Wealth Architects, Llc | Mountain View | CA | 01/2019 | 03/2022 |
| Wealth Architects, Llc | Mountain View | CA | 03/2022 | 08/2023 |
| Ellevest | New York | NY | 09/2023 | 02/2025 |
| Motley Fool Wealth Management, Llc | Alexandria | VA | 05/2025 | Present |
| Unemployed | San Jose | CA | 02/2025 | 05/2025 |
| Apollon Wealth Management, Llc | Mount Pleasant | SC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-15 |
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