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Meredith Payne Holton

Apollon Wealth Management, LLC

Mount Pleasant, SC

Calhoun, GA

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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 2021-02-01
  • GA RA
    APPROVED
    Since 2021-02-01

Branch Locations

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

Calhoun, GA • 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
Regions Bank Calhoun GA 10/2009 08/2020
Cascade Wealth Management Tampa FL 07/2020 03/2021
Apollon Wealth Management, Llc Calhoun GA 01/2021 Present
  • 10/2009 → 08/2020
    Regions Bank
    Calhoun, GA
  • 07/2020 → 03/2021
    Cascade Wealth Management
    Tampa, FL
  • 01/2021 → Present
    Apollon Wealth Management, Llc
    Calhoun, GA
Previous Registrations
  • 2021-02-01 → 2021-03-31
    Cascade Financial Management, Inc.
    Tampa, FL
    Denver, CO
Other Businesses

INDEPENDENT INSURANCE AGENT; SAME LOCATION

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-05
  • S65 Uniform Investment Adviser Law Examination
    2020-11-05

View on SEC IAPD

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LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
MORRIS FINANCIAL CONCEPTS, INC.
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

ALEXANDRA GUNDRADA LUNDGREN
Josh Joseph Renda
JASON THOMAS ROSENER
OWEN HAYES MALCOLM
CHRISTOPHER MICHAEL BURKE
PAUL FRANCIS SPIZZUOCO
BRIAN JAMES WILEY
ROBERT HY GORMAN

Other Offices

APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
CETERA INVESTMENT ADVISERS LLC · MT. PLEASANT, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
MORRIS FINANCIAL CONCEPTS, INC. · MOUNT PLEASANT, SC

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