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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-21 |
Branch Locations
105 North Court St., Crown Point, IN 46307 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
400 West English Road Ste 223, High Point, NC 27262 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-19 |
| IN | RA | APPROVED | 2022-07-18 |
Branch Locations
400 West English Road Ste 223, High Point, NC 27262 • United States
123 N Main St Suite 209M, Crown Point, IN 46307 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Pfs Investments Inc | Merrillville | IN | 04/2011 | 03/2022 |
| Primerica Financial Services | Merrillville | IN | 09/2005 | 03/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2022 | 11/2023 |
| Terra Wealth Management, Llc | Crown Point | IN | 06/2022 | Present |
| Cape Securities, Inc. | Mcdonough | GA | 11/2023 | 12/2024 |
| Apollon Wealth Management, Llc | Charleston | SC | 01/2026 | Present |
1. Terra Wealth Management, LLC. Investment Related. At Reported Location. RIA. IAR. 03/2022. 80 Hrs/Mo; All During Trading Hours. IAR, and Guide and Direct Reps on Best Practices. 2. Mauk & Associates. Not Investment Related. Location registered at; 02/2018. 2 Hrs/Mo; All During Trading Hours. LLC is Formed to Receive Commissions for Tax Purposes on Insurance Products. 3. Fixed Insurance. Investment Related. 105 N. Court St., Crown Point, Indiana, 46307. Fixed Insurance. Agent. 03/2022. 2 Hrs/Mo; All During Trading Hours. Fixed Insurance Sales. 4. ConnectMyBiz Not Investment Related, 14 West Main Street Suite 200 Thomasville, NC 27360; Referral of employers for Employee Retention Credits, Owner as of 1/2023; 10 hours/mo with 5 during trading hours; organization of compensation being paid and accounting. 5. TerraWealth Risk Managment; Investment Related; Life Insurance and Fixed Annuity Products; President; since 4/1/2022; 15 hours per month, all during trading hours; sale of insurance based products when best for client. 6.HNL Consulting LLC. Not investment related. 400 West English Rd. Suite 223, High Point, NC 27262. Business consulting and management services for small businesses. Owner as of 6/2026; 10 hours/mo with 2 during trading hours; Operations, head of marketing and design for Saas
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-29 |
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