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Current Employers
Apollon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-02
TX RA APPROVED 2026-04-01
  • CA RA
    APPROVED
    Since 2026-04-02
  • TX RA
    APPROVED
    Since 2026-04-01

Branch Locations

San Jose, CA • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-15
  • S66 Uniform Combined State Law Examination
    2008-09-15
Designations

View on SEC IAPD

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